Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
2025
Q1
$865K Sell
2024
Q4
$2.25M Buy
2024
Q3
$2.47M Buy
2024
Q2
$2.55M Buy
2024
Q1
$2.3M Hold
2023
Q4
$2.72M Buy