Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$538K Sell
2025
Q2
$536K Sell
2025
Q1
$559K Buy
2024
Q4
$577K Buy
2024
Q3
$529K Buy
2024
Q2
$479K Buy
2024
Q1
$427K Buy
2023
Q4
$307K Buy
2023
Q3
$249K Buy
2023
Q2
$262K Sell
2023
Q1
$241K Buy