Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$527K Buy
2025
Q2
$487K Sell
2025
Q1
$565K Sell
2024
Q4
$592K Buy
2024
Q3
$535K Buy
2024
Q2
$587K Buy
2024
Q1
$469K Buy
2023
Q4
$467K Buy
2023
Q3
$365K Sell
2023
Q2
$390K Buy
2023
Q1
$216K Buy