Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$349K Hold
2024
Q4
$318K Hold
2024
Q3
$342K Hold
2024
Q2
$292K Sell
2024
Q1
$4.41M Sell
2023
Q4
$5.98M Buy