Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.74M Buy
2025
Q2
$491K Sell
2025
Q1
$545K Buy
2024
Q4
$514K Sell
2024
Q3
$574K Buy
2024
Q2
$342K Sell
2024
Q1
$1.33M Buy