Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$806K Buy
2025
Q1
$753K Sell
2024
Q4
$698K Sell
2024
Q3
$945K Sell
2024
Q2
$904K Hold
2024
Q1
$956K Buy
2023
Q4
$805K Sell
2023
Q3
$1.4M Buy
2023
Q2
$1.38M Sell
2023
Q1
$1.3M Buy