Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$884K Buy
2025
Q2
$859K Buy
2025
Q1
$741K Buy
2024
Q4
$644K Buy
2024
Q3
$663K Sell
2024
Q2
$1.66M Sell
2024
Q1
$1.63M Buy
2023
Q4
$1.42M Buy