Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$871K Buy
2025
Q2
$638K Buy
2025
Q1
$498K Sell
2024
Q4
$751K Buy
2024
Q3
$544K Buy
2024
Q2
$315K Buy
2024
Q1
$349K Sell
2023
Q4
$438K Buy
2023
Q3
$344K Buy