Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
2024
Q4
$248K Buy
2023
Q4
Sell
2023
Q3
$208K Sell
2023
Q2
$292K Sell
2023
Q1
$362K Sell
2022
Q4
$434K Buy
2022
Q3
$263K Buy
2022
Q2
Sell
2022
Q1
$281K Buy