Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$252K Sell
2024
Q4
$4.92M Buy
2024
Q3
Sell
2024
Q2
$3.74M Buy
2024
Q1
$395K Buy
2023
Q4
Sell
2023
Q3
$758K Sell
2023
Q2
$1.69M Buy
2023
Q1
Hold
2022
Q4
Hold