Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$613K Buy
2025
Q2
$363K Sell
2025
Q1
$380K Buy
2024
Q4
$317K Sell
2024
Q3
$395K Buy
2024
Q2
$308K Buy
2024
Q1
$320K Buy
2023
Q4
$280K Buy
2023
Q3
$238K Buy
2023
Q2
$234K Buy