Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.28M Sell
2024
Q4
$3.09M Sell
2024
Q3
$2.96M Sell
2024
Q2
$2.5M Sell
2024
Q1
$1.91M Sell
2023
Q4
$1.54M Sell
2023
Q3
$1.03M Hold
2023
Q2
$1.17M Hold
2023
Q1
$697K Buy
2022
Q4
$371K Buy
2022
Q3
$333K Buy
2022
Q2
$401K Hold
2022
Q1
$425K Hold
2021
Q4
$549K Buy