Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Buy
2025
Q2
$639K Sell
2025
Q1
$586K Sell
2024
Q4
$550K Sell
2024
Q3
$761K Buy
2024
Q2
$567K Buy
2024
Q1
$379K Buy