Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$907K Sell
2025
Q2
$852K Buy
2025
Q1
$680K Buy
2024
Q4
$540K Sell
2024
Q3
$784K Buy
2024
Q2
$749K Buy
2024
Q1
$784K Sell
2023
Q4
$656K Buy