Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
2025
Q1
Sell
2024
Q4
$1.85M Sell
2024
Q3
$1.73M Sell
2024
Q2
$2.15M Buy
2024
Q1
$580K Sell
2023
Q4
$2.9M Sell
2023
Q3
$3.08M Buy
2023
Q2
$2.29M Buy
2023
Q1
$1.99M Buy
2022
Q4
$1.34M Buy
2022
Q3
$1.29M Buy
2022
Q2
$378K Buy
2022
Q1
Sell
2021
Q4
$634K Buy
2021
Q3
$716K Buy