Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$525K Sell
2024
Q3
$3.03M Buy
2024
Q2
$2.22M Buy
2024
Q1
$1.88M Sell
2023
Q4
$3.43M Buy
2023
Q3
$974K Sell
2023
Q2
$1.11M Buy