Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$862K Buy
2025
Q2
$604K Buy
2025
Q1
$613K Sell
2024
Q4
$765K Buy
2024
Q3
$1,000K Buy
2024
Q2
$416K Sell
2024
Q1
$500K Buy
2023
Q4
$298K Sell
2023
Q3
$256K Buy