Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.21M Sell
2024
Q4
$1.31M Buy
2024
Q3
$1.05M Sell
2024
Q2
$1.12M Buy
2024
Q1
$1.13M Hold
2023
Q4
$958K Hold
2023
Q3
$842K Hold
2023
Q2
$891K Buy
2023
Q1
Sell
2022
Q4
$983K Buy
2022
Q3
$802K Hold
2022
Q2
$819K Buy
2019
Q4
Sell
2019
Q3
$208K Buy