Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
2025
Q1
$329K Hold
2024
Q4
$312K Buy
2023
Q4
Sell
2023
Q3
$8.41M Sell
2023
Q2
$13.6M Sell
2023
Q1
$13.6M Buy
2022
Q4
$12.7M Buy