Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$948K Buy
2024
Q2
Sell
2024
Q1
$279K Sell
2023
Q4
$396K Sell
2023
Q3
$536K Sell
2023
Q2
$542K Sell
2023
Q1
$1.52M Buy