Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
2025
Q1
$703K Sell
2024
Q4
$886K Buy
2024
Q3
$699K Buy
2024
Q2
$290K Hold
2024
Q1
$261K Sell
2023
Q4
$360K Hold
2023
Q3
$279K Buy
2023
Q2
$306K Sell
2023
Q1
$270K Sell
2022
Q4
$276K Sell
2022
Q3
$235K Sell
2022
Q2
$211K Sell
2022
Q1
$471K Buy
2021
Q4
$586K Buy