Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Buy
2025
Q2
$556K Buy
2025
Q1
$422K Buy
2024
Q4
$416K Sell
2024
Q3
$431K Sell
2024
Q2
$359K Buy
2024
Q1
$396K Sell
2023
Q4
$778K Buy
2023
Q3
$261K Buy