Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Sell
2025
Q2
$864K Buy
2025
Q1
$720K Buy
2024
Q4
$421K Buy
2024
Q3
$344K Buy
2024
Q2
$302K Sell
2024
Q1
$368K Buy
2023
Q4
$284K Sell
2023
Q3
$283K Sell
2023
Q2
$270K Sell
2023
Q1
$263K Buy