Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.52M Buy
2024
Q4
$346K Sell
2024
Q3
$508K Buy
2024
Q2
$257K Sell
2024
Q1
$297K Sell
2023
Q4
$428K Sell
2023
Q3
$448K Buy