Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$770K Buy
2025
Q2
$506K Buy
2025
Q1
$380K Buy
2024
Q4
$231K Sell
2024
Q3
$280K Sell
2024
Q2
$399K Sell
2024
Q1
$637K Buy
2023
Q4
$567K Buy
2023
Q3
$300K Buy