Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
$969K Sell
2025
Q1
$882K Sell
2024
Q4
$801K Sell
2024
Q3
$806K Buy
2024
Q2
$566K Buy
2024
Q1
$472K Hold
2023
Q4
$472K Buy