Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.92M Sell
2025
Q1
$1.45M Buy
2024
Q4
$594K Buy
2024
Q3
Sell
2024
Q2
$380K Sell
2024
Q1
$1.22M Buy
2023
Q4
$992K Buy
2023
Q2
Sell
2023
Q1
$1.4M Buy