Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Buy
2025
Q2
$658K Buy
2025
Q1
$593K Sell
2024
Q4
$639K Sell
2024
Q3
$683K Buy
2024
Q2
$581K Buy
2024
Q1
$421K Buy