Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.73M Sell
2025
Q1
$1.4M Buy
2024
Q4
$1.76M Buy
2024
Q3
$1.33M Sell
2024
Q2
$1.45M Sell
2024
Q1
$1.31M Sell
2023
Q4
$736K Buy
2023
Q3
$575K Buy
2023
Q2
$440K Sell
2023
Q1
$392K Sell
2022
Q4
$229K Buy
2022
Q3
Sell
2022
Q2
$291K Sell
2022
Q1
$766K Sell
2021
Q4
$915K Buy