Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$204K Sell
2025
Q1
$8.79M Buy
2024
Q4
$7.23M Buy
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Hold
2021
Q3
Sell
2021
Q2
$4.18M Buy