Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$233K Sell
2024
Q3
$289K Sell
2024
Q2
$349K Sell
2024
Q1
$2.65M Sell
2023
Q4
$1.77M Buy
2023
Q3
$1.65M Buy
2023
Q2
$1.71M Buy