Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Sell
2025
Q2
$859K Sell
2025
Q1
$685K Buy
2024
Q3
$792K Buy
2024
Q2
$794K Buy
2024
Q1
$571K Sell
2023
Q4
$968K Sell
2023
Q3
$853K Buy