Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$987K Sell
2023
Q2
$1.5M Buy
2023
Q1
$1.41M Sell
2022
Q4
$1.88M Buy