Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$909K Sell
2025
Q2
$681K Buy
2025
Q1
$496K Sell
2024
Q4
$895K Buy
2024
Q3
$566K Buy
2024
Q2
$389K Sell
2024
Q1
$783K Sell
2023
Q4
$1.77M Buy