Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$305K Sell
2025
Q1
$9.35M Sell
2024
Q4
$5.81M Buy
2024
Q1
Sell
2023
Q4
$326K Buy
2021
Q3
Sell
2021
Q2
$772K Buy