Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$557K Sell
2025
Q2
$641K Sell
2025
Q1
$533K Buy
2024
Q4
$485K Buy
2024
Q3
$410K Buy
2024
Q2
$332K Buy
2024
Q1
$212K Buy