Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$917K Buy
2025
Q2
$850K Buy
2025
Q1
$554K Buy
2024
Q4
$731K Sell
2024
Q3
$500K Buy
2024
Q2
$353K Buy
2024
Q1
$410K Buy
2023
Q4
$435K Sell
2023
Q3
$209K Buy