Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$549K Buy
2025
Q1
Sell
2024
Q4
$318K Buy
2024
Q3
Sell
2024
Q2
$537K Buy
2024
Q1
$438K Buy
2023
Q4
$230K Sell
2023
Q3
$640K Buy