Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$189K Sell
2025
Q2
$180K Sell
2025
Q1
$164K Sell
2024
Q4
$179K Hold
2024
Q3
$158K Sell
2024
Q2
$11.5M Sell
2024
Q1
$13.5M Sell
2023
Q4
$11.2M Sell
2023
Q3
$11.4M Buy
2023
Q2
$10.6M Buy
2023
Q1
$10.5M Buy