Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.54M Buy
2025
Q2
$495K Sell
2025
Q1
$844K Buy
2024
Q4
$639K Buy
2024
Q3
$553K Sell
2024
Q2
$570K Buy
2024
Q1
Sell
2023
Q4
$186K Buy