Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.06M Hold
2025
Q1
$661K Hold
2024
Q4
$699K Hold
2024
Q3
$582K Hold
2024
Q2
$529K Hold
2024
Q1
$651K Hold
2023
Q4
$619K Buy