Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$898K Buy
2025
Q1
$1.01M Sell
2024
Q4
$904K Sell
2024
Q3
$1.07M Sell
2024
Q2
$936K Sell
2024
Q1
$1.03M Sell
2023
Q4
$974K Buy
2023
Q3
$983K Sell
2023
Q2
$920K Buy