Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.41M Sell
2025
Q2
$2.93M Sell
2025
Q1
$3.3M Buy
2024
Q4
$152K Hold
2024
Q3
$146K Sell
2024
Q2
$139K Hold
2024
Q1
$142K Sell
2023
Q4
$422K Buy
2022
Q4
Sell
2022
Q3
$119K Buy