Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$804K Sell
2025
Q1
$1.83M Buy
2024
Q3
Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.19M Buy
2023
Q2
Sell
2023
Q1
$257K Buy
2022
Q3
Sell
2022
Q2
$669K Buy