Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Hold
2025
Q2
$1.8M Buy
2025
Q1
$1.13M Hold
2024
Q4
$999K Hold
2024
Q3
$1M Hold
2024
Q2
$786K Sell
2024
Q1
$889K Hold
2023
Q4
$761K Buy