Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.8M Sell
2025
Q2
$1.3M Hold
2025
Q1
$1.06M Buy
2024
Q4
$1.64M Hold
2024
Q3
$1.06M Sell
2024
Q2
$807K Buy
2024
Q1
$673K Buy
2023
Q4
$765K Hold
2023
Q3
$770K Buy
2023
Q2
$801K Hold
2023
Q1
$635K Buy