Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
2025
Q1
$470K Sell
2024
Q4
$436K Buy
2024
Q3
$497K Buy
2024
Q2
Sell
2024
Q1
$3.88M Buy
2023
Q4
$2.25M Buy
2023
Q3
$1.35M Buy
2023
Q2
$321K Buy
2022
Q4
$360K Buy
2022
Q3
$321K Sell
2022
Q2
$577K Sell
2022
Q1
$772K Sell
2021
Q4
$1.21M Buy