Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$699K Sell
2025
Q3
$1.02M Buy
2025
Q2
Sell
2025
Q1
$299K Sell
2024
Q4
$322K Buy
2024
Q3
$345K Sell
2024
Q2
$357K Buy
2024
Q1
$308K Buy
2023
Q4
$278K Buy
2023
Q3
$222K Buy
2023
Q2
$205K Buy