Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$709K Buy
2025
Q2
$703K Buy
2025
Q1
$686K Buy
2024
Q4
$314K Sell
2024
Q3
$299K Hold
2024
Q2
$286K Hold
2024
Q1
$304K Buy
2023
Q4
$226K Buy
2023
Q3
Sell
2023
Q2
$209K Sell
2023
Q1
$215K Buy