Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$3.06M Buy
2024
Q3
$582K Hold
2024
Q2
$715K Sell
2024
Q1
$1.25M Sell
2023
Q4
$1.13M Hold
2023
Q3
$881K Sell
2023
Q2
$1.27M Hold
2023
Q1
$1.19M Hold
2022
Q4
$957K Sell
2022
Q3
$2.22M Buy
2022
Q2
$1.31M Buy