Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.76M Hold
2025
Q1
$989K Buy
2024
Q4
$1.15M Sell
2024
Q3
$1.18M Buy
2024
Q2
$960K Sell
2024
Q1
$1.1M Sell
2023
Q4
$1.01M Sell
2023
Q3
$1.16M Buy
2022
Q3
Sell
2022
Q2
$471K Buy