Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$837K Buy
2023
Q3
Sell
2023
Q2
$191K Sell
2023
Q1
$862K Buy
2022
Q4
Sell
2022
Q3
$190K Buy
2022
Q2
$65K Buy