Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$876K Hold
2025
Q1
$868K Sell
2024
Q4
$1.25M Hold
2024
Q3
$1.45M Sell
2024
Q2
$1.71M Sell
2024
Q1
$1.61M Hold
2023
Q4
$1.9M Sell
2023
Q3
$1.66M Sell
2023
Q2
$1.76M Sell
2023
Q1
$1.5M Buy