Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
2025
Q1
$1.25M Buy
2024
Q4
$484K Sell
2024
Q3
$637K Hold
2024
Q2
$575K Sell
2024
Q1
$6.13M Buy
2023
Q4
$605K Sell
2023
Q3
$672K Buy
2023
Q2
$435K Buy