Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$808K Sell
2025
Q2
$582K Buy
2025
Q1
$545K Buy
2024
Q4
$480K Sell
2024
Q3
$572K Sell
2024
Q2
$2.8M Sell
2024
Q1
$4.1M Sell
2023
Q4
$4.8M Buy