Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Sell
2025
Q2
$826K Buy
2025
Q1
$565K Buy
2024
Q4
$560K Buy
2024
Q3
$450K Buy
2024
Q2
$346K Buy
2024
Q1
$368K Buy