Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
2025
Q1
$528K Sell
2024
Q4
$1.58M Sell
2024
Q3
$1.58M Buy
2024
Q2
$1.41M Sell
2024
Q1
$4.85M Buy
2023
Q4
$5.09M Buy
2023
Q3
$3.99M Buy
2023
Q2
$3.77M Buy