Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$989K Sell
2025
Q2
$1.7M Buy
2025
Q1
$846K Buy
2024
Q4
$644K Buy
2024
Q3
$550K Sell
2024
Q2
$477K Buy
2024
Q1
$369K Buy
2023
Q4
$342K Buy