Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.2M Sell
2025
Q2
$1.4M Sell
2025
Q1
$1.57M Sell
2024
Q4
$2.04M Sell
2024
Q3
$2.78M Sell
2024
Q2
$1.34M Hold
2024
Q1
$850K Sell
2023
Q4
$732K Buy
2023
Q3
$546K Sell
2023
Q2
$731K Buy