Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
$849K Sell
2025
Q1
$596K Buy
2024
Q4
$728K Buy
2024
Q3
$612K Buy
2024
Q2
$500K Sell
2024
Q1
$402K Hold
2023
Q4
$220K Buy