Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.84M Buy
2024
Q4
Sell
2024
Q3
$6.53M Hold
2024
Q2
$5.05M Hold
2024
Q1
$5.35M Buy
2023
Q4
$4.33M Hold
2023
Q3
$3.69M Hold
2023
Q2
$3.93M Buy
2023
Q1
$802K Buy