Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Buy
2025
Q1
Sell
2024
Q4
$747K Buy
2024
Q3
$657K Buy
2024
Q2
$785K Buy
2024
Q1
$487K Buy
2023
Q2
Sell
2023
Q1
$125K Sell
2022
Q4
$111K Buy