Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$884K Sell
2024
Q4
$4.35M Sell
2024
Q3
$4.61M Buy
2024
Q2
$2.75M Buy
2024
Q1
$2.42M Buy
2023
Q4
$257K Buy