Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$702K Sell
2025
Q1
$1.58M Buy
2024
Q4
$337K Buy
2024
Q3
Sell
2024
Q2
$1.93M Buy
2021
Q1
Sell
2020
Q4
$2.38M Buy