Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$889K Buy
2025
Q2
$518K Buy
2025
Q1
$355K Buy
2024
Q4
$308K Sell
2024
Q3
$342K Buy
2024
Q2
$259K Sell
2024
Q1
$383K Buy
2023
Q4
$212K Buy