Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$792K Sell
2025
Q1
$796K Sell
2024
Q4
$2.36M Sell
2024
Q3
$2.65M Sell
2024
Q2
$3.54M Buy
2023
Q3
Sell
2023
Q2
$107K Sell
2023
Q1
$98.5K Sell
2022
Q4
$212K Buy
2022
Q2
Sell
2022
Q1
$201K Buy
2021
Q4
$256K Sell
2021
Q3
$229K Buy