Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
2025
Q1
$652K Sell
2024
Q4
$673K Sell
2024
Q3
$871K Buy
2024
Q2
$1.11M Hold
2024
Q1
$1.11M Sell
2023
Q4
$980K Buy
2023
Q3
$855K Buy