Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.1M Buy
2025
Q2
$3.29M Sell
2025
Q1
$3.07M Sell
2024
Q4
$2.94M Buy
2024
Q3
$2.05M Hold
2024
Q2
$1.74M Hold
2024
Q1
$1.47M Buy
2023
Q4
Sell
2023
Q3
$860K Buy