Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$926K Hold
2025
Q1
$824K Hold
2024
Q4
$790K Sell
2024
Q3
$1.68M Buy
2024
Q2
$1.16M Sell
2024
Q1
$1.23M Hold
2023
Q4
$1.24M Sell
2023
Q3
$1.33M Sell
2023
Q2
$1.36M Buy
2023
Q1
$436K Sell
2022
Q4
$1.77M Buy
2022
Q3
$1.04M Buy
2022
Q2
$682K Sell
2022
Q1
$1.4M Sell
2021
Q4
$3.45M Buy