Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.97M Hold
2024
Q4
$2.24M Hold
2024
Q3
$2.97M Hold
2024
Q2
$2.75M Buy
2024
Q1
$2.23M Buy
2023
Q4
$378K Buy