Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$914K Hold
2025
Q1
$1.12M Buy
2024
Q4
$762K Buy
2024
Q1
Sell
2023
Q4
$5.55M Buy
2023
Q3
$808K Sell
2023
Q2
$5.72M Sell
2023
Q1
$8.56M Buy