Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.13M Sell
2024
Q4
$2.28M Buy
2024
Q3
$447K Buy
2024
Q2
Sell
2024
Q1
$556K Sell
2023
Q4
$569K Sell
2023
Q3
$709K Buy
2023
Q2
Sell
2023
Q1
$254K Sell
2022
Q4
$438K Buy
2022
Q3
Sell
2022
Q2
$693K Buy
2022
Q1
$738K Buy
2021
Q4
Sell
2021
Q3
$447K Buy