Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Sell
2025
Q2
$1.48M Buy
2025
Q1
$1.36M Buy
2024
Q4
$219K Sell
2024
Q3
$586K Buy
2024
Q2
$255K Sell
2024
Q1
$298K Buy