Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Buy
2025
Q2
$938K Sell
2025
Q1
$606K Buy
2024
Q4
$721K Buy
2024
Q3
$715K Buy
2024
Q2
$589K Buy
2024
Q1
$519K Sell
2023
Q4
$443K Buy