Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$945K Buy
2025
Q1
$472K Buy
2024
Q4
$410K Buy
2024
Q3
Sell
2024
Q2
$92.5K Sell
2024
Q1
$342K Buy
2023
Q4
Sell
2023
Q3
$236K Buy