Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$863K Buy
2025
Q2
$845K Buy
2025
Q1
$814K Buy
2024
Q4
$669K Buy
2024
Q3
$705K Buy
2024
Q2
$526K Sell
2024
Q1
$543K Sell
2023
Q4
$564K Buy