Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$804K Sell
2025
Q2
$781K Sell
2025
Q1
$1.03M Buy
2024
Q4
$912K Buy
2024
Q3
$685K Buy
2024
Q2
$461K Sell
2024
Q1
$569K Buy
2023
Q4
$503K Sell
2023
Q3
$503K Buy