Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Buy
2025
Q2
$567K Buy
2025
Q1
$480K Buy
2024
Q4
$386K Sell
2024
Q3
$507K Buy
2024
Q2
$493K Buy
2024
Q1
$490K Sell
2023
Q4
$475K Sell
2023
Q3
$506K Buy
2023
Q2
$324K Buy
2023
Q1
$298K Buy