Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
2025
Q1
$1.46M Buy
2024
Q4
$694K Hold
2024
Q3
$864K Buy
2024
Q2
$763K Hold
2024
Q1
$808K Hold
2023
Q4
$646K Hold
2023
Q3
$483K Buy