Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$654K Buy
2025
Q2
$618K Sell
2025
Q1
$642K Buy
2024
Q4
$505K Buy
2024
Q3
$448K Sell
2024
Q2
$410K Buy
2024
Q1
$424K Buy
2023
Q4
$389K Buy