Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$916K Sell
2025
Q2
$946K Buy
2025
Q1
$978K Buy
2024
Q4
$871K Sell
2024
Q3
$850K Buy
2024
Q2
$769K Sell
2024
Q1
$802K Buy
2023
Q4
$704K Buy