Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.59M Sell
2025
Q2
$2.55M Buy
2025
Q1
$805K Sell
2024
Q4
$2.73M Buy
2024
Q3
$405K Buy
2024
Q2
$350K Buy
2024
Q1
$244K Buy