Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$963K Sell
2025
Q2
$1.64M Sell
2025
Q1
$2.1M Hold
2024
Q4
$3.33M Sell
2024
Q3
$2.82M Hold
2024
Q2
$3.23M Sell
2024
Q1
$4.4M Sell
2023
Q4
$9.49M Sell
2023
Q3
$7.15M Hold
2023
Q2
$6.45M Hold
2023
Q1
$8.37M Buy