Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$531K Buy
2025
Q2
$533K Sell
2025
Q1
$589K Sell
2024
Q4
$679K Buy
2024
Q3
$625K Buy
2024
Q2
$568K Sell
2024
Q1
$713K Buy
2023
Q4
$669K Buy
2023
Q3
$612K Buy