Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
2025
Q1
$1.3M Buy
2024
Q4
$1.39M Buy
2024
Q3
$760K Sell
2024
Q2
$674K Sell
2024
Q1
$2.46M Buy
2023
Q4
$473K Buy