Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$729K Sell
2025
Q2
$744K Sell
2025
Q1
$727K Buy
2024
Q4
$832K Buy
2024
Q3
$678K Buy
2024
Q2
$657K Buy
2024
Q1
$595K Buy
2023
Q4
$489K Sell
2023
Q3
$532K Buy
2023
Q2
$358K Buy