Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Buy
2025
Q2
$1.13M Buy
2025
Q1
$989K Sell
2024
Q4
$916K Sell
2024
Q3
$851K Buy
2024
Q2
$725K Buy
2024
Q1
$544K Hold
2023
Q4
$544K Buy