Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
2024
Q3
Sell
2024
Q2
$578K Buy
2024
Q1
Sell
2023
Q4
$379K Buy
2022
Q3
Sell
2022
Q2
$2M Buy
2022
Q1
$1.77M Buy
2021
Q4
$366K Hold
2021
Q3
$315K Buy