Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
2023
Q4
Sell
2023
Q3
$436K Sell
2023
Q2
$9.49M Buy
2023
Q1
$10.8M Buy
2022
Q4
Sell
2022
Q3
$18.1M Buy