Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$887K Buy
2025
Q2
$567K Buy
2025
Q1
$397K Buy
2024
Q4
$557K Buy
2024
Q3
$318K Buy
2024
Q1
Sell
2023
Q4
$240K Buy
2022
Q2
Sell
2022
Q1
$223K Buy