Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$571K Sell
2025
Q2
$749K Buy
2025
Q1
$743K Buy
2024
Q4
$478K Sell
2024
Q3
$766K Buy
2024
Q2
$602K Buy
2024
Q1
$586K Buy
2023
Q4
$741K Buy
2023
Q3
$542K Buy