Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Sell
2025
Q2
$320K Sell
2025
Q1
$602K Buy
2024
Q4
$698K Sell
2024
Q3
$694K Buy
2024
Q2
$681K Buy
2024
Q1
$607K Buy
2023
Q4
$242K Buy