Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Sell
2025
Q2
$559K Buy
2025
Q1
$505K Buy
2024
Q4
$435K Buy
2024
Q3
$392K Sell
2024
Q2
$349K Buy
2024
Q1
$305K Buy
2023
Q4
$265K Buy
2023
Q3
$208K Buy
2023
Q2
$208K Buy