Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Hold
2025
Q2
$1.07M Sell
2025
Q1
$976K Buy
2024
Q4
$462K Hold
2024
Q3
$484K Hold
2024
Q2
$401K Sell
2024
Q1
$404K Hold
2023
Q4
$348K Hold
2023
Q3
$298K Buy