Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Sell
2025
Q2
$1.14M Buy
2025
Q1
$587K Hold
2024
Q4
$587K Sell
2024
Q3
$532K Sell
2024
Q2
$508K Sell
2024
Q1
$613K Sell
2023
Q4
$681K Buy
2023
Q3
$653K Buy
2023
Q2
$396K Hold
2023
Q1
$396K Sell
2022
Q4
$373K Buy