Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.85M Buy
2025
Q1
$761K Buy
2024
Q4
Sell
2024
Q3
$135K Sell
2024
Q2
$2.43M Hold
2024
Q1
$2.26M Buy
2023
Q4
$1.24M Buy