Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
2025
Q1
$1.22M Sell
2024
Q4
$3.39M Sell
2024
Q3
$977K Buy
2024
Q2
$811K Buy
2024
Q1
$370K Sell
2023
Q4
$643K Buy
2023
Q3
$597K Sell
2023
Q2
$1.65M Buy
2023
Q1
$1.51M Buy