Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
2025
Q1
$2.42M Buy
2024
Q4
$3.54M Hold
2024
Q3
$4.23M Buy
2023
Q2
Sell
2023
Q1
$847K Sell
2022
Q4
$1.35M Buy