Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$852K Sell
2025
Q2
$780K Buy
2025
Q1
$326K Buy
2024
Q4
$320K Sell
2024
Q3
$616K Buy
2024
Q2
$337K Buy
2023
Q4
Sell
2023
Q3
$1.56M Buy