Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
2025
Q1
$3.11M Buy
2024
Q4
$2.75M Buy
2024
Q3
$2.42M Buy
2024
Q2
$2.19M Buy
2024
Q1
$1.77M Buy
2023
Q4
$1.2M Buy
2023
Q3
$957K Buy
2023
Q2
$516K Sell
2023
Q1
$525K Sell
2022
Q4
$610K Sell
2022
Q3
$573K Buy
2022
Q2
$546K Buy
2022
Q1
$343K Buy