Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2M Buy
2025
Q2
$1.04M Buy
2025
Q1
$607K Buy
2024
Q4
$339K Sell
2024
Q3
$548K Buy
2024
Q2
$461K Buy
2024
Q1
$424K Sell
2023
Q4
$434K Sell
2023
Q3
$348K Buy
2023
Q2
$306K Buy