Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.2M Buy
2025
Q2
$348K Hold
2025
Q1
$255K Sell
2024
Q4
$319K Sell
2024
Q3
$296K Hold
2024
Q2
$296K Hold
2024
Q1
$232K Buy
2021
Q3
Sell
2021
Q2
$579K Hold
2021
Q1
$568K Buy