Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$887K Buy
2025
Q2
$954K Sell
2025
Q1
$898K Buy
2024
Q4
$746K Buy
2024
Q3
$799K Buy
2024
Q2
$628K Sell
2024
Q1
$557K Buy
2023
Q4
$554K Sell
2023
Q3
$444K Buy
2023
Q2
$354K Buy