Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Buy
2025
Q2
$579K Sell
2025
Q1
$616K Buy
2024
Q4
$455K Buy
2024
Q3
$474K Sell
2024
Q2
$462K Buy
2024
Q1
$422K Buy
2023
Q4
$375K Buy