Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Buy
2025
Q2
$402K Buy
2025
Q1
$320K Buy
2024
Q4
$286K Sell
2024
Q3
$343K Buy
2024
Q2
$260K Sell
2024
Q1
$256K Sell
2023
Q4
$234K Buy
2023
Q2
Sell
2023
Q1
$201K Buy