Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$548K Sell
2025
Q1
$2.22M Sell
2024
Q4
$1.9M Buy
2024
Q3
$1.57M Sell
2024
Q2
$1.55M Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.84M Buy
2023
Q3
$1.08M Buy
2023
Q2
$800K Buy
2023
Q1
$794K Buy
2022
Q4
$439K Buy
2022
Q3
$366K Buy
2022
Q2
$454K Sell
2022
Q1
$759K Buy