Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$553K Buy
2025
Q2
$447K Sell
2025
Q1
$445K Buy
2024
Q4
$457K Buy
2024
Q3
$423K Buy
2024
Q2
$318K Sell
2024
Q1
$333K Buy
2023
Q4
$317K Buy
2023
Q3
$283K Buy