Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Sell
2025
Q2
$555K Buy
2025
Q1
$510K Sell
2024
Q4
$645K Sell
2024
Q3
$774K Sell
2024
Q2
$710K Buy
2024
Q1
$680K Buy
2023
Q4
$678K Buy
2023
Q3
$445K Buy
2023
Q2
$430K Buy