Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
2025
Q1
$500K Buy
2024
Q4
$387K Buy
2024
Q3
$419K Hold
2024
Q2
$409K Buy
2023
Q4
Sell
2023
Q3
$822K Buy
2023
Q2
$967K Buy
2023
Q1
$521K Sell
2022
Q4
$584K Buy
2022
Q3
$515K Sell
2022
Q2
$2.18M Buy
2022
Q1
$897K Buy
2021
Q4
$660K Sell
2021
Q3
$596K Buy
2021
Q2
$318K Buy