Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
2025
Q1
$588K Buy
2024
Q4
$740K Buy
2024
Q3
$338K Buy
2024
Q2
Sell
2024
Q1
$953K Sell
2023
Q4
$1.7M Hold
2023
Q3
$1.61M Hold
2023
Q2
$1.49M Buy
2023
Q1
$1.06M Buy