Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.4M Buy
2024
Q4
$418K Sell
2024
Q3
$2.49M Sell
2024
Q2
$3.92M Buy
2024
Q1
$299K Sell
2023
Q4
$391K Sell
2023
Q3
$1.3M Buy
2022
Q4
Sell
2022
Q3
$557K Buy
2022
Q2
Sell
2022
Q1
$756K Sell
2021
Q4
$1.47M Buy
2021
Q3
Sell
2021
Q2
$1.46M Buy