Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$544K Sell
2025
Q2
$657K Buy
2025
Q1
$324K Buy
2024
Q4
$276K Buy
2024
Q3
$358K Buy
2024
Q2
$337K Buy
2024
Q1
$375K Buy
2023
Q4
$378K Sell
2023
Q3
$336K Buy
2023
Q2
$336K Buy