Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$828K Buy
2025
Q2
$355K Sell
2025
Q1
$589K Sell
2024
Q4
$736K Sell
2024
Q3
$553K Buy
2024
Q2
$571K Sell
2024
Q1
$553K Buy