Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Buy
2025
Q2
$459K Buy
2025
Q1
$272K Buy
2024
Q4
$271K Buy
2024
Q3
$300K Sell
2024
Q2
$294K Buy
2024
Q1
$328K Sell
2023
Q4
$543K Buy
2023
Q3
$206K Buy