Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$340K Buy
2025
Q2
$330K Buy
2025
Q1
$244K Buy
2024
Q4
$264K Buy
2024
Q3
$219K Buy
2024
Q2
$246K Buy
2024
Q1
$239K Sell
2023
Q4
$386K Buy
2023
Q3
$290K Buy