Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
2025
Q1
$624K Sell
2024
Q4
$761K Buy
2024
Q3
$590K Buy
2024
Q2
$348K Hold
2024
Q1
$272K Hold
2023
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$202K Buy
2022
Q2
Sell
2022
Q1
$240K Hold
2021
Q4
$277K Hold
2021
Q3
$257K Hold
2021
Q2
$276K Buy