Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.89M Buy
2024
Q4
Sell
2024
Q3
$511K Buy
2023
Q4
Sell
2023
Q3
$406K Buy
2022
Q4
Sell
2022
Q3
$212K Buy