Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$501K Sell
2025
Q2
$535K Sell
2025
Q1
$563K Buy
2024
Q4
$426K Buy
2024
Q3
$400K Buy
2024
Q2
$320K Buy
2024
Q1
$278K Buy
2023
Q4
$245K Buy
2023
Q3
$211K Sell
2023
Q2
$227K Buy