Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.42M Sell
2025
Q2
$1.12M Sell
2025
Q1
$809K Sell
2024
Q4
$1.04M Buy
2024
Q3
$956K Buy
2024
Q2
$607K Buy
2024
Q1
$536K Buy
2023
Q4
$261K Buy