Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$584K Sell
2025
Q2
$588K Sell
2025
Q1
$454K Buy
2024
Q4
$464K Buy
2024
Q3
$355K Buy
2024
Q2
$255K Sell
2024
Q1
$285K Buy
2023
Q3
Sell
2023
Q2
$249K Buy
2023
Q1
$210K Buy