Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$285K Sell
2024
Q4
$363K Sell
2024
Q3
$4.5M Sell
2024
Q2
$4.89M Buy
2024
Q1
$4.38M Sell
2023
Q4
$5.78M Sell
2023
Q3
$5.54M Buy
2023
Q2
$4.89M Buy
2023
Q1
$3.77M Buy