Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$641K Buy
2023
Q3
Sell
2023
Q2
$1.26M Buy
2023
Q1
$918K Buy
2022
Q4
$380K Sell
2022
Q3
$729K Sell
2022
Q2
$536K Buy