Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$622K Sell
2025
Q2
$850K Buy
2025
Q1
$781K Sell
2024
Q4
$919K Buy
2024
Q3
$972K Buy
2024
Q2
$892K Sell
2024
Q1
$1.16M Sell
2023
Q4
$1.24M Buy