Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$669K Buy
2025
Q2
$455K Sell
2025
Q1
$692K Buy
2024
Q4
$530K Buy
2024
Q3
$478K Sell
2024
Q2
$469K Sell
2024
Q1
$457K Buy
2023
Q4
$381K Buy
2023
Q3
$313K Buy
2023
Q2
$201K Buy