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
$3.74M Buy
2024
Q2
$2.92M Sell
2024
Q1
$3.19M Buy
2023
Q4
$2.37M Buy
2023
Q3
Sell
2023
Q2
$269K Sell
2023
Q1
$249K Buy