Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Hold
2025
Q1
$903K Sell
2024
Q4
$2.65M Buy
2024
Q3
$1.24M Hold
2024
Q2
$1.08M Sell
2024
Q1
$1.06M Sell
2023
Q4
$817K Buy
2023
Q3
$547K Buy