Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$779K Buy
2025
Q2
$663K Sell
2025
Q1
$1.23M Sell
2024
Q4
$1.19M Buy
2024
Q3
$890K Buy
2024
Q2
$815K Buy
2024
Q1
$585K Hold
2023
Q4
$469K Buy