Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$636K Hold
2024
Q3
$933K Sell
2024
Q2
$1.18M Buy
2024
Q1
$1.12M Buy
2023
Q4
$769K Buy
2023
Q3
$622K Buy
2023
Q2
$149K Sell
2023
Q1
$886K Buy