Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$1.36M Buy
2024
Q4
$1.45M Buy
2024
Q3
$460K Buy
2024
Q2
$245K Buy
2024
Q1
$272K Sell
2023
Q4
$523K Hold
2023
Q3
$723K Sell
2023
Q2
$2.88M Buy
2023
Q1
$563K Buy