Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$624K Sell
2025
Q2
$652K Buy
2025
Q1
$569K Buy
2024
Q4
$482K Buy
2024
Q3
$475K Buy
2024
Q2
$332K Buy
2024
Q1
$276K Sell
2023
Q4
$350K Buy