Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.46M Sell
2024
Q4
$3.65M Buy
2024
Q3
$2.88M Buy
2024
Q2
$2.29M Sell
2024
Q1
$2.75M Buy
2023
Q4
$1.46M Buy
2022
Q4
Sell
2022
Q3
$742K Sell
2022
Q2
$1.18M Sell
2022
Q1
$1.24M Buy
2021
Q4
$1.66M Buy
2021
Q3
$1.06M Hold
2021
Q2
$1.09M Buy