Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$879K Sell
2025
Q2
$974K Buy
2025
Q1
$920K Buy
2024
Q4
$804K Buy
2024
Q3
$652K Buy
2024
Q2
$508K Buy
2024
Q1
$276K Buy
2023
Q4
$213K Buy
2023
Q3
$218K Buy