Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$647K Sell
2025
Q2
$917K Buy
2025
Q1
$898K Buy
2024
Q4
$443K Sell
2024
Q3
$1.35M Buy
2024
Q2
Sell
2024
Q1
$760K Buy
2023
Q4
$629K Buy