Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Buy
2025
Q2
$322K Sell
2025
Q1
$476K Buy
2024
Q4
$255K Buy
2024
Q3
$219K Buy
2024
Q1
Sell
2023
Q4
$301K Buy