Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Buy
2024
Q4
$639K Hold
2024
Q3
$671K Buy
2024
Q2
$451K Sell
2024
Q1
$974K Sell
2023
Q4
$1.15M Buy