Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.26M Buy
2025
Q1
$693K Buy
2024
Q4
$730K Sell
2024
Q3
$693K Hold
2024
Q2
$699K Buy
2024
Q1
$741K Buy
2023
Q2
Sell
2023
Q1
$1.15M Buy