Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
2024
Q2
Sell
2024
Q1
$1.21M Buy
2023
Q4
$818K Buy
2023
Q3
Hold
2023
Q1
Sell
2022
Q4
$314K Buy
2022
Q3
$267K Buy