Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$743K Sell
2025
Q2
$1.19M Buy
2025
Q1
$896K Buy
2024
Q4
$888K Sell
2024
Q3
$1.3M Buy
2024
Q2
$823K Sell
2024
Q1
$1.34M Buy
2023
Q4
$639K Sell
2023
Q3
$865K Buy