Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$979K Sell
2025
Q2
$741K Buy
2025
Q1
$778K Sell
2024
Q4
$1.08M Sell
2024
Q3
$958K Sell
2024
Q2
$787K Sell
2024
Q1
$793K Buy
2023
Q4
$757K Buy
2023
Q3
$907K Buy
2023
Q2
$237K Buy