Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$200K Sell
2024
Q3
$453K Sell
2024
Q2
$785K Sell
2024
Q1
$1.19M Sell
2023
Q4
$1.18M Buy
2023
Q3
$897K Buy
2023
Q2
$870K Buy
2023
Q1
$543K Buy