Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$754K Sell
2025
Q1
$1.9M Buy
2024
Q4
Sell
2024
Q3
$521K Buy
2024
Q1
Sell
2023
Q4
$551K Buy
2023
Q2
Sell
2023
Q1
$640K Buy
2022
Q4
$314K Buy