Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.31M Buy
2025
Q2
$597K Sell
2025
Q1
$577K Hold
2024
Q4
$587K Sell
2024
Q3
$2.51M Hold
2024
Q2
$743K Buy