Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$645K Buy
2025
Q2
$521K Sell
2025
Q1
$688K Sell
2024
Q4
$728K Buy
2024
Q3
$665K Buy
2024
Q2
$327K Sell
2024
Q1
$461K Buy
2023
Q4
$243K Sell
2023
Q3
$294K Buy