Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$2.24M Hold
2024
Q3
$694K Sell
2024
Q2
$2.8M Hold
2024
Q1
$2.96M Sell
2023
Q4
$3.56M Hold
2023
Q3
$3.08M Hold
2023
Q2
$3.54M Sell
2023
Q1
$3.74M Buy