Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Hold
2025
Q1
$995K Sell
2024
Q4
$1.19M Buy
2024
Q2
Sell
2024
Q1
$226K Buy
2023
Q3
Sell
2023
Q2
$272K Sell
2023
Q1
$258K Hold
2022
Q4
$262K Buy