Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$549K Sell
2025
Q2
$650K Buy
2025
Q1
$535K Buy
2024
Q4
$528K Buy
2024
Q3
$459K Sell
2024
Q2
$444K Sell
2024
Q1
$512K Buy
2023
Q4
$425K Buy