Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$549K Sell
2024
Q4
$1.12M Buy
2024
Q3
$310K Hold
2024
Q2
$355K Buy
2024
Q1
$429K Sell
2023
Q4
$609K Buy
2023
Q2
Sell
2023
Q1
$974K Sell
2022
Q4
$2.82M Buy
2022
Q3
$1.61M Buy
2022
Q2
$1.08M Buy
2018
Q3
Sell
2018
Q2
$199K Buy