Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$631K Buy
2025
Q2
$644K Sell
2025
Q1
$689K Buy
2024
Q4
$611K Buy
2024
Q3
$632K Buy
2024
Q2
$567K Sell
2024
Q1
$715K Sell
2023
Q4
$643K Sell
2023
Q3
$621K Sell
2023
Q2
$577K Buy