Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$622K Buy
2025
Q1
$314K Buy
2023
Q4
Sell
2023
Q3
$638K Buy
2023
Q2
Sell
2023
Q1
$2.02M Buy