Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$977K Sell
2025
Q2
$925K Sell
2025
Q1
$4.56M Hold
2024
Q4
$5.47M Sell
2024
Q3
$19.7M Buy
2024
Q2
$11.3M Buy