Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
2025
Q1
$1.38M Sell
2024
Q4
$3.91M Buy
2024
Q3
$4.09M Buy
2024
Q2
$1.61M Sell
2024
Q1
$3.02M Sell
2023
Q4
$6.9M Buy
2023
Q3
$308K Buy