Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$599K Buy
2024
Q3
Sell
2024
Q2
$666K Buy
2024
Q1
$459K Buy
2023
Q4
$237K Buy
2023
Q1
Sell
2022
Q4
$67.8K Buy