Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
2025
Q1
$176K Sell
2024
Q4
$5.11M Buy
2024
Q3
$6.09M Buy
2024
Q2
$7.31M Buy
2024
Q1
$5.06M Sell
2023
Q4
$4.12M Sell
2023
Q3
$3.22M Buy