Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Hold
2025
Q2
$1.34M Sell
2025
Q1
$1.3M Sell
2024
Q4
$1.18M Buy
2024
Q3
$1.25M Buy
2024
Q2
$930K Sell
2024
Q1
$1.13M Sell
2023
Q4
$1.38M Buy