Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$837K Buy
2025
Q2
$749K Buy
2025
Q1
$730K Sell
2024
Q4
$630K Sell
2024
Q3
$696K Buy
2024
Q2
$729K Sell
2024
Q1
$708K Buy
2023
Q4
$552K Buy