Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$980K Sell
2025
Q2
$1.32M Buy
2025
Q1
$790K Buy
2024
Q4
$820K Sell
2024
Q3
$960K Sell
2024
Q2
$919K Buy
2024
Q1
$934K Buy
2023
Q4
$851K Buy