Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$960K Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.25M Sell
2024
Q3
$1.42M Buy
2024
Q2
$1.11M Buy
2024
Q1
$836K Buy
2023
Q4
$697K Sell
2023
Q3
$963K Buy
2023
Q2
$1.15M Buy