Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$765K Buy
2025
Q1
$272K Sell
2024
Q4
$1.41M Buy
2023
Q4
Sell
2023
Q3
$307K Buy
2023
Q2
$318K Sell
2023
Q1
$690K Buy
2022
Q4
$483K Buy