Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Hold
2025
Q2
$991K Hold
2025
Q1
$664K Sell
2024
Q4
$748K Sell
2024
Q3
$1.04M Hold
2024
Q2
$1.17M Hold
2024
Q1
$887K Buy