Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.36M Hold
2024
Q4
$1.3M Hold
2024
Q3
$1.14M Hold
2024
Q2
$1.05M Buy
2024
Q1
$798K Buy
2023
Q4
$63.2K Buy
2022
Q4
$35K Sell
2022
Q3
$51K Buy
2022
Q2
$10K Sell
2022
Q1
$46K Sell
2021
Q4
$66K Buy