Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Sell
2025
Q2
$586K Sell
2025
Q1
$531K Buy
2024
Q4
$592K Buy
2024
Q3
$552K Buy
2024
Q2
$377K Buy
2024
Q1
$359K Buy
2023
Q4
$220K Buy