Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Sell
2025
Q2
$913K Sell
2025
Q1
$3.28M Buy
2024
Q4
$2.74M Sell
2024
Q3
$3.75M Buy
2024
Q2
$940K Sell
2024
Q1
$1.08M Buy
2023
Q4
$516K Hold
2023
Q3
$422K Buy