Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Sell
2025
Q1
$2.09M Buy
2024
Q4
$601K Buy
2024
Q3
$120K Sell
2024
Q2
$2.22M Buy
2024
Q1
$788K Sell
2023
Q4
$951K Buy