Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$765K Hold
2025
Q1
$583K Sell
2024
Q4
$883K Sell
2024
Q3
$1.02M Sell
2024
Q2
$961K Buy
2024
Q1
$65.7K Buy