Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$706K Buy
2025
Q2
$531K Buy
2025
Q1
$332K Buy
2024
Q4
$382K Buy
2024
Q3
$377K Buy
2024
Q2
$291K Sell
2024
Q1
$259K Sell
2023
Q4
$226K Sell
2023
Q3
$241K Buy