Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.47M Sell
2025
Q2
$1.57M Buy
2025
Q1
$1.11M Hold
2024
Q4
$983K Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.08M Hold
2024
Q1
$1.19M Sell
2023
Q4
$1.05M Sell
2023
Q3
$941K Buy
2023
Q2
$780K Sell
2023
Q1
$781K Sell
2022
Q4
$840K Buy