Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Buy
2025
Q2
$569K Sell
2025
Q1
$450K Sell
2024
Q4
$467K Buy
2024
Q3
$456K Buy
2024
Q2
$482K Buy
2024
Q1
$461K Sell
2023
Q4
$463K Buy