Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$718K Buy
2025
Q1
$743K Buy
2023
Q3
$913K Buy
2023
Q2
$959K Buy
2023
Q1
$776K Buy
2022
Q4
$187K Buy
2022
Q3
$51.2K Buy