Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Buy
2025
Q2
$546K Sell
2025
Q1
$539K Buy
2024
Q4
$433K Buy
2024
Q3
$414K Buy
2024
Q2
$357K Buy
2024
Q1
$325K Sell
2023
Q4
$317K Buy