Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$517K Sell
2025
Q2
$549K Sell
2025
Q1
$660K Buy
2024
Q4
$404K Buy
2024
Q3
$387K Buy
2024
Q2
$363K Buy
2024
Q1
$270K Buy