Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$838K Buy
2025
Q1
$865K Sell
2024
Q4
$1.72M Buy
2024
Q3
$1.44M Buy
2024
Q2
$1.19M Sell
2024
Q1
$1.22M Buy
2023
Q4
$469K Sell
2023
Q3
$522K Sell
2023
Q2
$603K Sell
2023
Q1
$527K Sell
2022
Q4
$467K Buy
2022
Q3
$484K Buy
2022
Q2
$219K Sell
2022
Q1
$1.16M Buy
2021
Q4
$839K Buy