Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$957K Hold
2025
Q1
$1.02M Buy
2024
Q4
$403K Buy
2024
Q3
Sell
2024
Q2
$4.15M Sell
2024
Q1
$4.92M Buy
2023
Q4
$2.82M Buy