Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Hold
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