Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
2025
Q1
$1.75M Buy
2024
Q4
$651K Sell
2024
Q3
$1.28M Buy
2024
Q2
Sell
2024
Q1
$466K Buy
2023
Q4
Sell
2023
Q3
$442K Sell
2023
Q2
$2.5M Sell
2023
Q1
$3.78M Buy