Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
2025
Q1
$1.11M Sell
2024
Q4
$1.26M Buy
2024
Q3
$908K Buy
2024
Q2
$658K Sell
2024
Q1
$957K Buy
2023
Q4
$988K Buy
2023
Q3
$548K Buy
2023
Q2
$500K Buy