Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$473K Sell
2025
Q2
$2.38M Buy
2025
Q1
$2.15M Buy
2024
Q4
$2.23M Buy
2022
Q2
Sell
2022
Q1
$514K Buy
2021
Q4
$415K Buy