Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$581K Buy
2025
Q2
$555K Buy
2025
Q1
$457K Buy
2024
Q4
$493K Sell
2024
Q3
$426K Buy
2024
Q2
$386K Sell
2024
Q1
$464K Sell
2023
Q4
$428K Buy
2023
Q3
$334K Buy