Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Sell
2025
Q2
$316K Buy
2025
Q1
$352K Buy
2024
Q4
$729K Buy
2024
Q3
$897K Buy
2024
Q2
$522K Buy
2024
Q1
$441K Buy
2023
Q4
$356K Buy
2023
Q3
$281K Buy
2023
Q2
$270K Buy