Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Sell
2025
Q2
$1.38M Buy
2025
Q1
$768K Buy
2024
Q3
$553K Buy
2024
Q2
$326K Sell
2024
Q1
$272K Buy
2023
Q4
Sell
2023
Q3
$143K Buy