Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$953K Buy
2024
Q4
Sell
2024
Q3
$672K Hold
2024
Q2
$581K Sell
2024
Q1
$917K Buy
2023
Q4
$1.24M Sell
2023
Q3
$1.42M Buy
2023
Q2
$1.6M Sell
2023
Q1
$1.58M Hold
2022
Q4
$1.49M Buy