Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Buy
2024
Q2
Sell
2024
Q1
$824K Sell
2023
Q4
$903K Buy
2023
Q3
$218K Buy
2023
Q2
$266K Sell
2023
Q1
$1.02M Buy
2022
Q4
$729K Buy