Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$900K Sell
2024
Q4
$2.5M Sell
2024
Q3
$4.5M Buy
2024
Q2
$290K Sell
2024
Q1
$336K Buy
2023
Q4
Sell
2023
Q3
$305K Buy
2022
Q3
Sell
2022
Q2
$293K Sell
2022
Q1
$1.09M Buy
2021
Q4
$1.16M Buy
2021
Q3
Sell
2021
Q2
$850K Buy