Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.71M Buy
2025
Q2
$1.53M Sell
2025
Q1
$989K Sell
2024
Q4
$6M Buy
2024
Q3
$4.99M Buy
2024
Q2
$991K Hold
2024
Q1
$874K Sell
2023
Q4
$1.08M Buy
2023
Q3
$882K Hold
2023
Q2
$989K Buy
2023
Q1
$309K Buy