Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.15M Buy
2025
Q1
$270K Sell
2024
Q4
$594K Buy
2024
Q3
$458K Sell
2024
Q2
$533K Buy
2024
Q1
$319K Buy
2023
Q4
$247K Buy