Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.21M Buy
2024
Q4
$562K Buy
2024
Q3
$474K Buy
2024
Q2
Sell
2024
Q1
$676K Sell
2023
Q4
$1.13M Buy
2023
Q3
$819K Sell
2023
Q2
$7.83M Buy
2022
Q2
Sell
2022
Q1
$735K Buy
2021
Q3
Sell
2021
Q2
$231K Buy