Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.54M Buy
2025
Q2
$263K Sell
2025
Q1
$779K Buy
2024
Q4
$239K Buy
2024
Q2
Sell
2024
Q1
$258K Sell
2023
Q4
$602K Sell
2023
Q3
$487K Buy
2023
Q2
$443K Buy