Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$681K Buy
2025
Q2
$519K Sell
2025
Q1
$314K Sell
2024
Q4
$456K Buy
2024
Q3
$382K Sell
2024
Q2
$399K Buy
2024
Q1
$348K Sell
2023
Q4
$690K Buy
2023
Q3
$317K Buy