Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$550K Sell
2024
Q4
$2.5M Buy
2024
Q3
$634K Sell
2024
Q2
$2.4M Buy
2023
Q3
Sell
2023
Q2
$128K Sell
2023
Q1
$5.36M Buy
2022
Q4
$2.21M Hold
2022
Q3
$1.82M Buy
2022
Q2
$1.36M Buy
2022
Q1
$135K Buy