Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Sell
2025
Q1
$799K Sell
2024
Q4
$2.18M Buy
2024
Q3
$2.17M Buy
2024
Q2
$1.5M Buy
2024
Q1
$44.4K Buy
2023
Q4
$36.3K Buy