Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$780K Buy
2025
Q2
$728K Buy
2025
Q1
$612K Buy
2024
Q4
$316K Sell
2024
Q3
$362K Buy
2024
Q2
$376K Sell
2024
Q1
$4.25M Buy