Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$607K Buy
2025
Q2
$442K Buy
2025
Q1
$350K Sell
2024
Q4
$437K Buy
2024
Q3
$413K Buy
2024
Q2
$330K Buy
2024
Q1
$358K Sell
2023
Q4
$650K Buy
2023
Q3
$205K Buy