Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
2025
Q1
$2.2M Buy
2024
Q4
$2.93M Buy
2024
Q3
$1.24M Buy
2024
Q2
$825K Sell
2024
Q1
$857K Buy
2023
Q4
$509K Buy
2023
Q3
$184K Buy
2023
Q2
$212K Sell
2023
Q1
$415K Buy
2022
Q4
$574K Buy
2022
Q3
$462K Buy
2022
Q2
$116K Sell
2022
Q1
$188K Sell
2021
Q4
$261K Hold
2021
Q3
$254K Hold
2021
Q2
$224K Buy