Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
2025
Q1
Sell
2024
Q4
$641K Buy
2024
Q3
$515K Sell
2024
Q2
$3.24M Buy
2024
Q1
$1.09M Buy
2023
Q4
$524K Buy
2023
Q3
$205K Sell
2023
Q2
$3.09M Buy
2022
Q3
Sell
2022
Q2
$1.56M Buy
2022
Q1
$2.78M Buy
2021
Q4
$685K Sell
2021
Q3
$2.04M Buy