Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.55M Hold
2025
Q1
$1.26M Sell
2024
Q4
$2.12M Buy
2024
Q3
$1.16M Buy
2024
Q2
$399K Buy
2024
Q1
$246K Buy
2023
Q4
$347K Sell
2023
Q3
$501K Buy
2023
Q2
$405K Buy