Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
2025
Q1
$777K Hold
2024
Q4
$896K Buy
2024
Q3
$473K Hold
2024
Q2
$491K Sell
2024
Q1
$1.12M Buy
2023
Q4
$319K Hold
2023
Q3
$306K Sell
2023
Q2
$716K Sell
2023
Q1
$1.91M Buy
2022
Q4
Sell
2022
Q3
$249M Buy
2022
Q2
$219K Buy