Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Sell
2025
Q2
$321K Sell
2025
Q1
$412K Buy
2024
Q4
$324K Buy
2024
Q3
$383K Buy
2024
Q2
$313K Buy
2024
Q1
$302K Buy
2023
Q4
$285K Sell
2023
Q3
$352K Buy
2023
Q2
$334K Buy
2023
Q1
$319K Buy