Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$604K Buy
2025
Q2
$570K Sell
2025
Q1
$688K Buy
2024
Q4
$750K Buy
2024
Q3
$590K Buy
2024
Q2
$502K Buy
2024
Q1
$530K Sell
2023
Q4
$1.27M Buy
2023
Q3
$436K Buy