Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$464K Sell
2024
Q4
$1.08M Sell
2024
Q3
$1.54M Sell
2024
Q2
$1.64M Buy
2024
Q1
$474K Buy
2023
Q2
Sell
2023
Q1
$933K Buy