Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$704K Hold
2025
Q1
$811K Sell
2024
Q4
$722K Sell
2024
Q3
$744K Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.18M Sell
2023
Q4
$1.13M Sell
2023
Q3
$2.69M Sell
2023
Q2
$2.45M Sell
2023
Q1
$2.6M Buy