Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.83M Sell
2025
Q2
$1.55M Buy
2025
Q1
$912K Buy
2024
Q4
$899K Buy
2024
Q3
$761K Buy
2024
Q2
$750K Buy
2024
Q1
$579K Sell
2023
Q4
$444K Hold
2023
Q3
$444K Buy
2023
Q2
$458K Buy
2023
Q1
$316K Buy