Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$673K Buy
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$1.27M Buy
2024
Q3
$1.34M Buy
2024
Q2
$910K Sell
2024
Q1
$2.38M Buy
2023
Q4
$638K Buy
2023
Q3
$250K Buy