Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$885K Buy
2024
Q4
$963K Sell
2024
Q3
$1.01M Hold
2024
Q2
$1.01M Buy
2023
Q1
$723K Buy
2022
Q4
$363K Buy