Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$593K Sell
2025
Q2
$676K Buy
2025
Q1
$438K Sell
2024
Q4
$564K Buy
2024
Q3
$537K Buy
2024
Q2
$502K Sell
2024
Q1
$443K Buy
2023
Q4
$386K Buy
2023
Q3
$260K Buy
2023
Q2
$38K Buy