Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.7M Buy
2025
Q2
Sell
2025
Q1
$3.13M Buy
2024
Q4
Sell
2024
Q3
$379K Sell
2024
Q2
$578K Buy
2024
Q1
$369K Sell
2023
Q4
$1.98M Buy
2023
Q3
$1.69M Buy