Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$236K Buy
2024
Q2
Sell
2024
Q1
$757K Sell
2023
Q4
$2.32M Buy
2023
Q3
$930K Buy
2023
Q2
$597K Buy