Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2025
Q1
Sell
2024
Q4
$259K Sell
2024
Q3
$305K Sell
2024
Q2
$428K Sell
2024
Q1
$485K Sell
2023
Q4
$569K Buy