Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Sell
2025
Q2
$593K Sell
2025
Q1
$685K Buy
2024
Q4
$711K Sell
2024
Q3
$992K Buy
2024
Q2
$883K Buy
2024
Q1
$844K Buy
2023
Q4
$706K Buy