Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$942K Buy
2025
Q2
$990K Buy
2025
Q1
$684K Buy
2024
Q4
$623K Buy
2024
Q3
$311K Sell
2024
Q2
$300K Sell
2024
Q1
$282K Sell
2023
Q4
$240K Buy
2023
Q3
Sell
2023
Q2
$223K Buy