Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$459K Sell
2025
Q2
$648K Sell
2025
Q1
$640K Buy
2024
Q4
$635K Buy
2024
Q3
$602K Buy
2024
Q2
$498K Buy
2024
Q1
$361K Buy