Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$742K Sell
2025
Q1
$1.45M Buy
2024
Q4
Sell
2024
Q3
$435K Buy
2024
Q2
$114K Sell
2024
Q1
$146K Sell
2023
Q4
$199K Buy