Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$988K Sell
2025
Q2
$2.48M Buy
2025
Q1
$2.07M Buy
2024
Q4
$489K Buy
2023
Q2
Sell
2023
Q1
$771K Sell
2022
Q4
$2.69M Sell
2022
Q3
$5.5M Buy