Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$886K Buy
2024
Q4
Sell
2024
Q3
$847K Sell
2024
Q2
$1.17M Sell
2024
Q1
$1.37M Buy
2023
Q4
Sell
2023
Q3
$457K Buy
2023
Q2
$339K Buy