Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2025
Q1
$454K Buy
2024
Q4
$191K Sell
2024
Q3
$392K Buy
2024
Q2
$43.1K Sell
2024
Q1
$112K Buy
2023
Q4
Sell
2023
Q3
$127K Buy
2023
Q2
$69.2K Buy
2023
Q1
Hold
2022
Q3
Sell
2022
Q2
$150K Buy
2022
Q1
Hold
2021
Q4
Hold