Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
2025
Q2
$844K Hold
2025
Q1
$895K Sell
2024
Q4
$1.52M Hold
2024
Q3
$1.39M Sell
2024
Q2
$1.5M Sell
2024
Q1
$1.63M Hold
2023
Q4
$1.37M Buy
2023
Q3
$670K Buy