Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$691K Buy
2025
Q1
$551K Buy
2024
Q4
$591K Sell
2024
Q3
$698K Buy
2024
Q2
$670K Buy
2024
Q1
$544K Buy
2023
Q4
$620K Buy
2023
Q3
$350K Buy
2023
Q2
$303K Buy