Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$637K Sell
2025
Q1
$558K Sell
2024
Q4
$689K Buy
2024
Q3
$728K Sell
2024
Q2
$664K Buy
2024
Q1
$786K Buy
2023
Q4
$652K Buy
2023
Q3
$463K Buy