Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Buy
2025
Q2
$843K Sell
2025
Q1
$848K Sell
2024
Q4
$919K Sell
2024
Q3
$1.03M Buy
2024
Q2
$949K Sell
2024
Q1
$846K Hold
2023
Q4
$846K Buy