Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$804K Sell
2025
Q1
$1.81M Buy
2024
Q4
$456K Buy
2024
Q3
Sell
2024
Q2
$865K Buy
2023
Q3
Sell
2023
Q2
$229K Buy
2022
Q3
Sell
2022
Q2
$322K Buy