Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$924K Sell
2025
Q2
$1.22M Sell
2025
Q1
$1.7M Buy
2024
Q4
$1.59M Buy
2024
Q3
$355K Sell
2024
Q2
$1.11M Sell
2024
Q1
$1.6M Buy