Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.31M Hold
2025
Q2
$1.02M Hold
2025
Q1
$651K Sell
2024
Q4
$776K Buy
2024
Q3
$793K Hold
2024
Q2
$657K Hold
2024
Q1
$585K Hold
2023
Q4
$491K Buy