Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Sell
2024
Q4
$366K Buy
2024
Q3
$475K Buy
2024
Q2
$138K Sell
2024
Q1
$5.35M Buy
2023
Q4
$369K Sell
2023
Q3
$1.08M Buy