Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$897K Buy
2024
Q4
Sell
2024
Q3
$2.82M Buy
2024
Q2
$694K Sell
2024
Q1
$663K Hold
2023
Q4
$674K Sell
2023
Q3
$635K Sell
2023
Q2
$569K Sell
2023
Q1
$719K Buy