Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$764K Buy
2025
Q2
$506K Sell
2025
Q1
$708K Buy
2024
Q4
$747K Sell
2024
Q3
$215K Buy
2024
Q2
Sell
2024
Q1
$131K Sell
2023
Q4
$175K Sell
2023
Q3
$266K Buy
2023
Q2
$194K Buy
2023
Q1
$73.8K Buy