Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$591K Buy
2025
Q2
Sell
2025
Q1
$2.47M Buy
2024
Q4
$220K Sell
2024
Q3
$908K Buy
2024
Q2
$463K Buy
2023
Q4
Sell
2023
Q3
$1.43M Buy
2023
Q2
$255K Buy