Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$982K Buy
2024
Q4
$571K Buy
2024
Q3
$420K Buy
2024
Q2
$279K Sell
2024
Q1
$513K Sell
2023
Q4
$1.32M Buy
2023
Q3
Sell
2023
Q2
$490K Buy