Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$627K Sell
2025
Q1
$1.12M Sell
2024
Q4
$1.3M Sell
2024
Q3
$1.41M Hold
2024
Q2
$1.36M Hold
2024
Q1
$1.5M Buy
2023
Q4
$781K Buy
2023
Q3
$656K Hold
2023
Q2
$757K Sell
2023
Q1
$722K Buy
2022
Q4
$443K Buy