Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$699K Sell
2025
Q1
$1.29M Sell
2024
Q4
$1.78M Buy
2024
Q3
$593K Buy
2024
Q2
$456K Sell
2024
Q1
$549K Buy
2023
Q4
$388K Buy
2023
Q3
$325K Hold
2023
Q2
$356K Sell
2023
Q1
$288K Buy