Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Sell
2025
Q2
$1.12M Buy
2025
Q1
$657K Sell
2024
Q4
$849K Sell
2024
Q3
$792K Buy
2024
Q2
$685K Sell
2024
Q1
$592K Buy
2023
Q4
$398K Buy