Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.38M Hold
2024
Q4
$1.64M Hold
2024
Q3
$1.63M Sell
2024
Q2
$3.07M Buy
2023
Q2
Sell
2023
Q1
$2.03M Sell
2022
Q4
$2.25M Sell
2022
Q3
$2.57M Buy
2022
Q2
$2.18M Hold
2022
Q1
$2.5M Sell
2021
Q4
$3.16M Buy