Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3M Sell
2025
Q1
$3.14M Buy
2024
Q4
$3.51M Sell
2024
Q3
$4.23M Sell
2024
Q2
$4.41M Hold
2024
Q1
$4.71M Sell
2023
Q4
$4.3M Buy
2023
Q3
$3.37M Buy
2023
Q2
$1.5M Buy
2023
Q1
$880K Buy
2022
Q4
$18.4K Buy