Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
2025
Q1
$836K Sell
2024
Q4
$1.31M Hold
2024
Q3
$1.27M Hold
2024
Q2
$1.52M Hold
2024
Q1
$1.65M Sell
2023
Q4
$1.7M Hold
2023
Q3
$1.72M Hold
2023
Q2
$1.6M Hold
2023
Q1
$1.55M Buy