Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$294K Sell
2025
Q1
$840K Buy
2024
Q4
$768K Buy
2024
Q3
$656K Buy
2024
Q2
$623K Buy
2024
Q1
$361K Buy