Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$949K Buy
2025
Q2
$883K Buy
2025
Q1
$919K Buy
2024
Q4
$585K Sell
2024
Q3
$666K Buy
2024
Q2
$588K Buy
2024
Q1
$547K Sell
2023
Q4
$617K Buy