Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$597K Sell
2025
Q2
$500K Buy
2025
Q1
$325K Sell
2024
Q4
$1.04M Buy
2024
Q3
$790K Sell
2024
Q2
$701K Buy
2024
Q1
$649K Sell
2023
Q4
$430K Buy