Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$858K Buy
2025
Q1
$524K Hold
2024
Q4
$624K Buy
2024
Q3
$535K Buy
2024
Q2
$93.4K Sell
2024
Q1
$548K Sell
2023
Q4
$1.3M Buy
2023
Q3
$797K Hold
2023
Q2
$706K Buy
2023
Q1
$231K Buy