Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.28M Sell
2025
Q2
$6.73M Buy
2025
Q1
$663K Hold
2024
Q4
$839K Hold
2024
Q3
$863K Sell
2024
Q2
$1.06M Sell
2024
Q1
$3.32M Buy
2023
Q4
$1.66M Sell
2023
Q3
$1.53M Buy
2023
Q1
Sell
2022
Q4
$230K Buy