Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$864K Buy
2025
Q2
$758K Buy
2025
Q1
$742K Buy
2024
Q1
Sell
2023
Q4
$415K Buy
2022
Q1
Sell
2021
Q4
$101K Buy