Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$3.61M Buy
2024
Q2
Sell
2024
Q1
$1.17M Sell
2023
Q4
$1.26M Hold
2023
Q3
$1.11M Buy
2023
Q2
$539K Hold
2023
Q1
$462K Sell
2022
Q4
$492K Buy