Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
2025
Q1
$412K Sell
2024
Q4
$3.59M Buy
2024
Q3
$3.78M Buy
2024
Q2
$2.82M Sell
2024
Q1
$2.8M Buy
2023
Q4
$232K Buy