Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$814K Buy
2025
Q2
$758K Sell
2025
Q1
$872K Sell
2024
Q4
$964K Sell
2024
Q3
$2.87M Buy
2023
Q4
Sell
2023
Q3
$318K Buy