Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
2025
Q1
$212K Sell
2024
Q4
$5.66M Hold
2024
Q3
$5.58M Hold
2024
Q2
$4.49M Hold
2024
Q1
$4.56M Buy