Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$839K Buy
2025
Q1
$539K Buy
2024
Q4
Sell
2024
Q3
$868K Sell
2024
Q2
$819K Buy
2024
Q1
$948K Buy
2023
Q4
Sell
2023
Q3
$986K Sell
2023
Q2
$1.14M Buy
2023
Q1
$1.26M Buy
2022
Q4
$1.19M Sell
2022
Q3
$1.06M Buy
2022
Q2
$1.04M Sell
2022
Q1
$1.41M Buy
2021
Q4
$1.55M Buy
2021
Q3
$297K Buy
2021
Q2
$260K Buy