Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
2025
Q1
$1.19M Sell
2024
Q4
$1.16M Buy
2024
Q3
$1.11M Buy
2024
Q2
$1.04M Sell
2024
Q1
$890K Hold
2023
Q4
$815K Buy