Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$887K Sell
2025
Q2
$1M Buy
2025
Q1
$708K Sell
2024
Q4
$994K Buy
2024
Q3
$753K Buy
2024
Q2
$408K Buy
2024
Q1
$376K Buy
2023
Q4
$274K Buy