Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$886K Buy
2025
Q2
$454K Sell
2025
Q1
$551K Sell
2024
Q4
$711K Buy
2024
Q3
$666K Sell
2024
Q2
$2.16M Buy
2024
Q1
$483K Buy