Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Buy
2025
Q2
$550K Buy
2025
Q1
$436K Buy
2024
Q4
$369 Sell
2024
Q3
$417K Buy
2024
Q2
$396K Buy
2024
Q1
$459K Sell
2023
Q4
$373K Sell
2023
Q3
$296K Buy