Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2025
Q1
$2.27M Sell
2024
Q4
$3.13M Sell
2024
Q3
$5.66M Hold
2024
Q2
$5.28M Hold
2024
Q1
$4.42M Sell
2023
Q4
$5.56M Buy