Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Hold
2025
Q2
$880K Sell
2025
Q1
$599K Buy
2024
Q4
$675K Sell
2024
Q3
$691K Hold
2024
Q2
$573K Hold
2024
Q1
$509K Buy
2023
Q4
$427K Buy