Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Hold
2025
Q2
$889K Sell
2025
Q1
$925K Hold
2024
Q4
$1.27M Hold
2024
Q3
$961K Buy
2024
Q2
$908K Buy
2024
Q1
$970K Buy