Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$610K Buy
2024
Q4
Sell
2024
Q3
$1.4M Buy
2024
Q2
Sell
2024
Q1
$333K Buy
2023
Q2
Sell
2023
Q1
$340K Buy
2022
Q4
$237K Buy
2022
Q2
Sell
2022
Q1
$286K Buy