Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$764K Buy
2025
Q2
$215K Sell
2025
Q1
$2.78M Buy
2024
Q2
Sell
2024
Q1
$2.24M Buy
2023
Q4
$1.75M Buy
2022
Q3
Sell
2022
Q2
$282K Buy