Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Buy
2025
Q2
$371K Sell
2025
Q1
$355K Sell
2024
Q4
$387K Buy
2024
Q3
$264K Sell
2024
Q2
$439K Buy
2024
Q1
$382K Buy
2023
Q4
$297K Buy
2023
Q3
Sell
2023
Q2
$340K Buy
2023
Q1
$314K Buy