Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$938K Buy
2025
Q2
$630K Sell
2025
Q1
$655K Buy
2024
Q4
$349K Buy
2024
Q3
$329K Sell
2024
Q2
$428K Sell
2024
Q1
$605K Sell
2023
Q4
$581K Sell
2023
Q3
$649K Buy