Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$558K Buy
2025
Q2
$579K Buy
2025
Q1
$524K Sell
2024
Q4
$531K Buy
2024
Q3
$547K Buy
2024
Q2
$506K Buy
2024
Q1
$394K Buy
2023
Q4
$347K Buy
2023
Q3
$267K Sell
2023
Q2
$278K Buy
2023
Q1
$248K Buy