Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$816K Sell
2025
Q2
$944K Sell
2025
Q1
$1.15M Buy
2024
Q4
$962K Buy
2024
Q3
$668K Sell
2024
Q2
$749K Buy
2024
Q1
$518K Buy
2023
Q4
$289K Buy