Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$809K Buy
2024
Q4
Sell
2024
Q3
$1.83M Sell
2024
Q2
$11M Buy
2024
Q1
$262K Sell
2023
Q4
$403K Buy
2023
Q3
$324K Buy
2021
Q4
Sell
2021
Q3
$625K Buy
2021
Q2
Hold
2021
Q1
Hold