Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Sell
2025
Q2
$904K Buy
2025
Q1
$746K Buy
2024
Q4
$495K Buy
2024
Q3
$495K Buy
2024
Q2
$277K Buy
2024
Q1
$304K Sell
2023
Q4
$264K Buy