Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$232K Sell
2024
Q4
$368K Sell
2024
Q3
$1.33M Sell
2024
Q2
$3.12M Sell
2024
Q1
$3.46M Buy
2023
Q4
$4.08M Buy
2023
Q3
$3.18M Sell
2023
Q2
$3.42M Buy
2023
Q1
$3.21M Buy