Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2025
Q1
$349K Buy
2024
Q4
$385K Hold
2024
Q3
$447K Sell
2024
Q2
$1.03B Buy
2024
Q1
$2.79M Buy
2023
Q4
$562K Buy