Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$745K Buy
2025
Q2
$749K Buy
2025
Q1
$640K Sell
2024
Q4
$842K Sell
2024
Q3
$773K Buy
2024
Q2
$477K Sell
2024
Q1
$518K Sell
2023
Q4
$938K Buy
2023
Q3
$399K Sell
2023
Q2
$669K Sell
2023
Q1
$581K Buy