Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Sell
2025
Q2
$659K Buy
2025
Q1
$579K Buy
2024
Q4
$555K Buy
2024
Q3
$499K Buy
2024
Q2
$445K Buy
2024
Q1
$467K Buy
2023
Q4
$471K Buy