Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Hold
2025
Q2
$855K Sell
2025
Q1
$838K Buy
2024
Q4
$1.23M Buy
2024
Q3
$651K Hold
2024
Q2
$493K Hold
2024
Q1
$438K Buy