Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.14M Hold
2024
Q4
$1.99M Buy
2024
Q1
Sell
2023
Q4
$470K Sell
2023
Q3
$1.87M Buy
2023
Q2
$1.77M Buy