Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.49M Sell
2025
Q2
$1.55M Hold
2025
Q1
$1.06M Sell
2024
Q4
$1.33M Sell
2024
Q3
$1.28M Sell
2024
Q2
$1.33M Sell
2024
Q1
$989K Sell
2023
Q4
$567K Sell
2023
Q3
$587K Hold
2023
Q2
$571K Sell
2023
Q1
$389K Buy