Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$739K Buy
2025
Q2
$721K Buy
2025
Q1
$700K Sell
2024
Q4
$684K Sell
2024
Q3
$1.1M Buy
2024
Q2
$982K Sell
2024
Q1
$1.31M Buy
2023
Q4
$210K Buy