Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$661K Sell
2025
Q2
$690K Buy
2025
Q1
$514K Buy
2024
Q4
$527K Buy
2024
Q3
$492K Sell
2024
Q2
$415K Sell
2024
Q1
$500K Buy
2023
Q4
$410K Buy