Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$816K Buy
2025
Q2
$803K Buy
2025
Q1
$649K Sell
2024
Q4
$779K Sell
2024
Q3
$765K Sell
2024
Q2
$692K Buy
2024
Q1
$671K Sell
2023
Q4
$540K Buy
2023
Q3
$428K Buy
2023
Q2
$348K Buy