Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Sell
2025
Q2
$558K Buy
2025
Q1
$579K Buy
2024
Q4
$517K Buy
2024
Q3
$448K Buy
2024
Q2
$416K Buy
2024
Q1
$275K Buy