Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$597K Sell
2025
Q1
$1.01M Buy
2024
Q4
Sell
2024
Q3
$2.43M Buy
2024
Q2
$2.01M Buy
2024
Q1
$1.77M Buy
2023
Q4
$1.4M Buy
2023
Q2
Sell
2023
Q1
$119K Hold
2022
Q4
$120K Sell
2022
Q3
$155K Sell
2022
Q2
$212K Buy
2022
Q1
$174K Buy
2021
Q4
$134K Buy