Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$801K Sell
2025
Q1
$1.15M Buy
2024
Q4
$925K Sell
2024
Q3
$1.31M Buy
2024
Q2
$522K Hold
2024
Q1
$603K Hold
2023
Q4
$553K Buy
2023
Q3
$351K Buy
2023
Q2
$334K Buy
2022
Q2
Sell
2022
Q1
$35K Sell
2021
Q4
$660K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold