Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.81M Hold
2024
Q4
$2.61M Hold
2024
Q3
$2.77M Hold
2024
Q2
$2.58M Sell
2024
Q1
$1.83M Buy
2023
Q4
$446K Buy
2022
Q4
$22K Sell
2022
Q3
$53K Buy
2022
Q2
$1K Buy