Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$648K Sell
2025
Q1
$659K Buy
2024
Q2
Sell
2024
Q1
$463K Sell
2023
Q4
$3.29M Sell
2023
Q3
$3.85M Buy
2023
Q1
Sell
2022
Q4
$1.68M Buy