Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
2025
Q1
$2.27M Buy
2024
Q4
$1.35M Buy
2024
Q3
$521K Buy
2024
Q2
$283K Sell
2024
Q1
$1.56M Buy
2023
Q4
$202K Sell
2023
Q3
$1.47M Buy
2023
Q2
Sell
2023
Q1
$561K Buy