Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$878K Sell
2025
Q1
$1.82M Buy
2024
Q4
$774K Buy
2024
Q3
$744K Buy
2024
Q2
$881K Buy
2024
Q1
$817K Buy
2023
Q4
$338K Buy