Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
2025
Q1
$1.67M Sell
2024
Q4
$1.84M Buy
2024
Q3
$557K Hold
2024
Q2
$436K Hold
2024
Q1
$481K Sell
2023
Q4
$445K Buy