Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$762K Sell
2025
Q1
$773K Sell
2024
Q4
$960K Hold
2024
Q3
$954K Sell
2024
Q2
$1.63M Hold
2024
Q1
$1.13M Hold
2023
Q4
$1.66M Hold
2023
Q3
$875K Hold
2023
Q2
$1.16M Buy
2023
Q1
$453K Buy
2022
Q4
$360K Buy