Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$337K Sell
2025
Q1
$354K Buy
2024
Q4
$256K Buy
2024
Q3
$244K Sell
2024
Q2
$367K Buy
2024
Q1
$310K Buy