Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$602K Sell
2025
Q2
$2.02M Buy
2025
Q1
$597K Sell
2024
Q4
$955K Buy
2024
Q3
$218K Buy
2024
Q2
Sell
2024
Q1
$1.11M Buy
2023
Q4
$672K Buy