Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.33M Buy
2025
Q2
$1.24M Buy
2025
Q1
$768K Sell
2024
Q4
$830K Sell
2024
Q3
$860K Hold
2024
Q2
$887K Buy
2024
Q1
$701K Hold
2023
Q4
$642K Buy