Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.15M Sell
2025
Q2
$2.89M Sell
2025
Q1
$2.7M Sell
2024
Q4
$4.56M Buy
2024
Q3
$484K Sell
2024
Q2
$410K Sell
2024
Q1
$489K Buy
2023
Q4
Sell
2023
Q3
$440K Hold
2023
Q2
$440K Buy