Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Sell
2025
Q2
$668K Sell
2025
Q1
$634K Buy
2024
Q4
$475K Buy
2024
Q3
$439K Sell
2024
Q2
$460K Sell
2024
Q1
$486K Buy
2023
Q4
$415K Buy