Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$257K Sell
2024
Q4
$598K Buy
2024
Q3
$204K Buy
2024
Q2
$254K Sell
2024
Q1
$244K Buy
2023
Q4
$218K Buy
2023
Q3
$212K Buy
2023
Q2
$251K Sell
2023
Q1
$231K Buy
2022
Q1
Sell
2021
Q4
$11.4M Sell
2021
Q3
$10.7M Sell
2021
Q2
$12.6M Buy