Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q1
Sell
2024
Q4
$892K Sell
2024
Q3
$2.44M Sell
2024
Q2
$3.33M Buy
2023
Q4
Sell
2023
Q3
$384K Buy
2023
Q2
Sell
2023
Q1
$632K Buy
2022
Q2
Sell
2022
Q1
$567K Buy