Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$335K Buy
2024
Q4
$114K Buy
2024
Q3
Sell
2024
Q2
$607K Sell
2024
Q1
$1.3M Buy
2023
Q4
$149K Buy