Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
2025
Q1
$718K Sell
2024
Q4
$2.8M Buy
2024
Q3
$2.33M Sell
2024
Q2
$2.74M Buy
2024
Q1
$2.27M Buy
2023
Q4
$2.04M Buy
2023
Q3
$1.66M Buy
2022
Q3
Sell
2022
Q2
$526K Sell
2022
Q1
$1.18M Buy
2021
Q4
$589K Buy
2021
Q3
$234K Buy