Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$611K Hold
2025
Q2
$547K Sell
2025
Q1
$2.35M Sell
2024
Q4
$2.09M Hold
2024
Q3
$2.75M Sell
2024
Q2
$5.75M Sell
2024
Q1
$11.3M Sell
2023
Q4
$17.5M Buy
2023
Q3
$13.2M Buy