Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.58M Sell
2025
Q1
$2.64M Buy
2024
Q4
$1.28M Buy
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2021
Q4
Sell
2021
Q3
$652K Sell
2021
Q2
$27.3M Buy
2021
Q1
$1.43M Buy