Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$669K Buy
2025
Q2
$574K Sell
2025
Q1
$642K Buy
2024
Q4
$480K Buy
2024
Q3
$501K Sell
2024
Q2
$452K Buy
2024
Q1
$418K Buy
2023
Q4
$356K Buy