Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$580K Buy
2025
Q2
$349K Buy
2025
Q1
$198K Sell
2024
Q4
$714K Buy
2024
Q3
$57.9K Sell
2024
Q2
$99K Sell
2024
Q1
$156K Sell
2023
Q4
$188K Buy