Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3M Sell
2025
Q2
$1.18M Sell
2025
Q1
$603K Buy
2024
Q4
$674K Buy
2024
Q3
$783K Sell
2024
Q2
$720K Buy
2024
Q1
$262K Buy
2023
Q4
$298K Buy