Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$812K Sell
2025
Q2
$765K Sell
2025
Q1
$639K Buy
2024
Q4
$535K Sell
2024
Q3
$754K Buy
2024
Q2
$787K Buy
2024
Q1
$420K Buy
2023
Q4
$230K Buy