Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$681K Sell
2025
Q1
$828K Buy
2024
Q4
Sell
2024
Q3
$710K Buy
2024
Q2
$587K Sell
2024
Q1
$703K Sell
2023
Q4
$2.32M Buy
2023
Q3
$2.55M Buy
2023
Q2
$1.67M Buy