Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$725K Buy
2024
Q3
Sell
2024
Q2
$398K Buy
2024
Q1
$266K Buy
2023
Q4
$250K Sell
2023
Q3
$258K Buy
2023
Q2
$338K Sell
2023
Q1
$304K Buy