Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Sell
2025
Q2
$1.21M Buy
2025
Q1
$976K Sell
2024
Q4
$866K Buy
2024
Q3
$854K Buy
2024
Q2
$667K Hold
2024
Q1
$736K Buy
2023
Q4
$601K Buy
2022
Q1
Sell
2021
Q4
$5K Buy