Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$243K Sell
2024
Q3
$1.51M Sell
2024
Q2
$1.16M Sell
2024
Q1
$1.29M Buy
2023
Q4
$528K Hold
2023
Q3
$417K Buy