Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Buy
2025
Q2
$659K Buy
2025
Q1
$279K Sell
2024
Q4
$247K Buy
2024
Q3
$352K Buy
2024
Q2
$340K Sell
2024
Q1
$506K Buy
2023
Q4
$501K Buy
2023
Q3
$440K Sell
2023
Q2
$457K Buy