Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.8M Buy
2025
Q2
$1.13M Sell
2025
Q1
$732K Buy
2024
Q4
$865K Hold
2024
Q3
$884K Hold
2024
Q2
$733K Sell
2024
Q1
$658K Sell
2023
Q4
$560K Sell
2023
Q3
$601K Hold
2023
Q2
$676K Buy