Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$973K Buy
2025
Q2
$880K Buy
2025
Q1
$748K Sell
2024
Q4
$1.03M Sell
2024
Q3
$1.27M Buy
2024
Q2
$1.16M Sell
2024
Q1
$1.51M Buy
2023
Q4
$1.35M Buy