Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$647K Sell
2025
Q2
$782K Buy
2025
Q1
$615K Buy
2024
Q4
$465K Buy
2024
Q3
$459K Buy
2024
Q2
$259K Buy
2024
Q1
$239K Buy
2023
Q4
$204K Buy
2019
Q4
$203K Buy