Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.04M Buy
2024
Q4
Sell
2024
Q3
$393K Buy
2024
Q1
Sell
2023
Q4
$318K Sell
2023
Q3
$384K Buy