Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Buy
2025
Q2
$627K Buy
2025
Q1
$519K Buy
2024
Q4
$478K Buy
2024
Q3
$442K Sell
2024
Q2
$407K Sell
2024
Q1
$415K Sell
2023
Q4
$423K Sell
2023
Q3
$390K Buy