Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Buy
2025
Q2
$724K Sell
2025
Q1
$617K Buy
2024
Q4
$545K Buy
2024
Q3
$535K Buy
2024
Q2
$414K Buy
2024
Q1
$447K Sell
2023
Q4
$395K Buy