Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.41M Sell
2025
Q2
$1.39M Hold
2025
Q1
$1.34M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.26M Sell
2024
Q2
$949K Sell
2024
Q1
$974K Buy
2023
Q4
$947K Sell
2023
Q3
$845K Sell
2023
Q2
$910K Buy
2023
Q1
$911K Buy
2022
Q4
$846K Buy