Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$647K Buy
2025
Q2
$629K Buy
2025
Q1
$404K Buy
2024
Q4
$380 Sell
2024
Q3
$453K Buy
2024
Q2
$413K Sell
2024
Q1
$465K Sell
2023
Q4
$410K Sell
2023
Q3
$393K Buy