Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$614K Hold
2025
Q2
$792K Buy
2025
Q1
$905K Buy
2024
Q4
$709K Sell
2024
Q3
$898K Hold
2024
Q2
$706K Sell
2024
Q1
$2.98M Sell
2023
Q4
$3.13M Sell
2023
Q3
$5.94M Buy