Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.86M Hold
2025
Q2
$1.93M Hold
2025
Q1
$950K Hold
2024
Q4
$1.37M Sell
2024
Q3
$998K Hold
2024
Q2
$1.25M Buy
2024
Q1
$1.48M Sell
2023
Q4
$1.04M Buy