Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$824K Sell
2025
Q2
$593K Buy
2025
Q1
$400K Sell
2024
Q4
$1.5M Buy
2024
Q3
$719K Sell
2024
Q2
$1.32M Buy
2024
Q1
$1.11M Buy
2023
Q4
$236K Buy
2023
Q3
Sell
2023
Q2
$485K Buy