Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$351 Sell
2025
Q1
$1.62M Buy
2024
Q4
$995K Sell
2024
Q3
$1.75M Buy
2024
Q2
$188K Sell
2024
Q1
$749K Buy
2023
Q4
$29K Buy