Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
2025
Q1
$490K Sell
2024
Q4
$551K Sell
2024
Q3
$601K Sell
2024
Q2
$251M Sell
2024
Q1
$2.47M Buy
2023
Q4
$640K Buy