Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Hold
2025
Q2
$1.06M Hold
2025
Q1
$728K Sell
2024
Q4
$907K Sell
2024
Q3
$853K Buy
2024
Q2
$855K Buy
2024
Q1
$594K Buy
2023
Q4
$319K Buy
2023
Q3
$265K Hold
2023
Q2
$258K Buy