Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$778K Sell
2025
Q1
$840K Buy
2024
Q4
$953K Hold
2024
Q3
$572K Hold
2024
Q2
$517K Hold
2024
Q1
$558K Sell
2023
Q4
$5.13M Buy