Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2025
Q1
$524K Sell
2024
Q4
$943K Sell
2024
Q3
$6.36M Buy
2024
Q2
$2.53M Buy
2024
Q1
$1.89M Sell
2023
Q4
$2.23M Buy
2023
Q3
$958K Buy
2023
Q2
$981K Buy