Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$202K Sell
2024
Q4
$367K Sell
2024
Q3
$883K Sell
2024
Q2
$1.66M Buy
2024
Q1
$1.42M Buy
2023
Q4
$996K Buy
2023
Q3
$319K Buy