Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.04M Sell
2025
Q2
$1.78M Buy
2025
Q1
$800K Hold
2024
Q4
$559K Sell
2024
Q3
$531K Buy
2024
Q2
$416K Buy