Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Sell
2025
Q2
$1.2M Hold
2025
Q1
$1.05M Buy
2024
Q4
$926K Hold
2024
Q3
$952K Hold
2024
Q2
$728K Sell
2024
Q1
$872K Buy
2023
Q4
$828K Buy