Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Buy
2025
Q2
$414K Sell
2025
Q1
$399K Buy
2024
Q4
$407K Sell
2024
Q3
$577K Buy
2024
Q2
$627K Buy
2024
Q1
$397K Buy
2023
Q4
$294K Sell
2023
Q3
$230K Buy
2023
Q2
$275K Sell
2023
Q1
$260K Buy