Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$894K Buy
2025
Q2
$879K Buy
2025
Q1
$980K Sell
2024
Q4
$825K Buy
2024
Q3
$1.02M Hold
2024
Q2
$989K Hold
2024
Q1
$900K Sell
2023
Q4
$1.41M Buy