Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
2025
Q1
$1.67M Buy
2024
Q4
$1.34M Buy
2024
Q3
$1.12M Buy
2024
Q2
$472K Buy
2024
Q1
$448K Buy
2023
Q2
Sell
2023
Q1
$473K Sell
2022
Q4
$699K Sell
2022
Q3
$3.45M Buy
2022
Q2
$2.54M Buy
2022
Q1
$2.42M Buy
2021
Q4
$263K Sell
2021
Q3
$406K Buy