Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$616K Sell
2025
Q2
$613K Buy
2025
Q1
$437K Buy
2024
Q4
$472K Buy
2024
Q3
$288K Buy
2024
Q2
$317K Buy
2024
Q1
$387K Buy
2023
Q4
$260K Buy