Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
2025
Q1
$512K Buy
2024
Q4
$427K Buy
2024
Q3
$433K Sell
2024
Q2
$470K Sell
2024
Q1
$3.96M Buy
2023
Q4
$686K Buy