Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$679K Buy
2025
Q1
Sell
2024
Q4
$1.04M Buy
2024
Q3
$817K Buy
2024
Q2
$221K Buy
2024
Q1
Sell
2023
Q4
$305K Buy
2021
Q3
Sell
2021
Q2
$352K Sell
2021
Q1
$758K Buy