Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$588K Buy
2025
Q1
$461K Buy
2024
Q4
$589K Buy
2024
Q3
$618K Buy
2024
Q2
$581K Buy
2024
Q1
$424K Buy
2023
Q4
$317K Buy
2023
Q3
$253K Buy
2023
Q2
$233K Buy
2023
Q1
$177K Buy