Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Hold
2025
Q2
$1.17M Sell
2025
Q1
$1.34M Buy
2024
Q4
$543K Hold
2024
Q3
$607K Sell
2024
Q2
$593K Buy
2024
Q1
$620K Sell
2023
Q4
$607K Buy