Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Sell
2025
Q2
$830K Sell
2025
Q1
$837K Buy
2024
Q4
$536K Buy
2024
Q3
$39.6K Hold
2024
Q2
$38.3K Hold
2024
Q1
$29.6K Buy