Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.4M Hold
2024
Q4
$1.42M Hold
2024
Q3
$1.37M Hold
2024
Q2
$1.3M Sell
2024
Q1
$3.02M Sell
2023
Q4
$3.06M Buy
2023
Q3
$3.1M Buy
2023
Q2
$2.9M Buy
2022
Q4
$129K Buy
2022
Q3
$86K Buy
2022
Q2
$57K Buy
2022
Q1
$68K Buy
2021
Q4
$57K Buy