Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
2025
Q1
$1.31M Buy
2024
Q4
$547K Buy
2024
Q3
$551K Buy
2024
Q2
$502K Sell
2024
Q1
$947K Buy
2023
Q4
$831K Buy