Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Sell
2025
Q2
$1.61M Buy
2025
Q1
$1.55M Buy
2024
Q4
$974K Buy
2024
Q3
$781K Buy
2024
Q2
$654K Buy
2024
Q1
$674K Buy
2023
Q4
$551K Buy
2023
Q3
$569K Buy