Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$131K Sell
2024
Q4
$1.8M Hold
2024
Q3
$2.82M Sell
2024
Q2
$2.66M Hold
2024
Q1
$4.08M Sell
2023
Q4
$6.67M Hold
2023
Q3
$9.09M Sell
2023
Q2
$24.3M Buy