Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.83M Buy
2025
Q1
Sell
2024
Q4
$1.41M Buy
2023
Q2
Sell
2023
Q1
$204K Sell
2022
Q4
$347K Buy