Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$7.78M Buy
2024
Q4
Sell
2024
Q3
$600K Sell
2024
Q2
$568K Hold
2024
Q1
$632K Hold
2023
Q4
$547K Buy
2023
Q3
$534K Buy
2023
Q2
$473K Sell
2023
Q1
$481K Buy