Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Hold
2025
Q2
$1.13M Buy
2025
Q1
$485K Buy
2024
Q4
$365K Hold
2024
Q3
$452K Buy
2024
Q2
$425K Sell
2024
Q1
$387K Buy
2023
Q4
$317K Buy