Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Hold
2025
Q2
$974K Hold
2025
Q1
$714K Hold
2024
Q4
$849K Hold
2024
Q3
$747K Hold
2024
Q2
$747K Sell
2024
Q1
$952K Sell
2023
Q4
$811K Buy
2023
Q3
Sell
2023
Q2
$163K Hold
2023
Q1
$150K Buy