Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$610K Buy
2025
Q2
$476K Buy
2025
Q1
$326K Buy
2024
Q4
$522 Sell
2024
Q3
$747K Sell
2024
Q2
$669K Buy
2024
Q1
$615K Sell
2023
Q4
$587K Sell
2023
Q3
$492K Buy