Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$499K Buy
2025
Q2
$536K Buy
2025
Q1
$644K Buy
2024
Q4
$836K Sell
2024
Q3
$1.03M Buy
2024
Q2
$841K Sell
2024
Q1
$1.02M Buy
2023
Q4
$906K Buy