Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
2025
Q1
$521K Buy
2024
Q4
$248K Buy
2023
Q4
Sell
2023
Q3
$239K Sell
2023
Q2
$268K Sell
2023
Q1
$365K Buy