Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$794K Buy
2025
Q2
$403K Sell
2025
Q1
$589K Buy
2024
Q4
$565K Buy
2024
Q3
Sell
2024
Q2
$349K Buy
2024
Q1
$279K Buy
2023
Q4
$207K Buy