Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$891K Sell
2025
Q2
$822K Buy
2025
Q1
$745K Buy
2024
Q4
$641K Buy
2024
Q3
$568K Buy
2024
Q2
$439K Buy
2024
Q1
$332K Buy