Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$585K Buy
2025
Q3
$531K Buy
2025
Q2
$218K Buy
2025
Q1
Sell
2024
Q4
$4.8M Buy
2024
Q3
$4.1M Sell
2024
Q2
$4.1M Buy
2024
Q1
$3.79M Buy