Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Sell
2025
Q2
$761K Buy
2025
Q1
$597K Sell
2024
Q4
$574K Buy
2024
Q3
$491K Buy
2024
Q2
$321K Buy
2024
Q1
$285K Buy