Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Hold
2025
Q1
$1.34M Sell
2024
Q4
$1.83M Buy
2024
Q3
$1.19M Buy
2024
Q2
$892K Buy
2024
Q1
$845K Sell
2023
Q4
$1.11M Sell
2023
Q3
$804K Sell
2023
Q2
$783K Sell
2023
Q1
$1.06M Buy
2022
Q4
$1.04M Sell
2022
Q3
$971K Buy
2022
Q2
$700K Hold
2022
Q1
$1.09M Buy
2021
Q4
$605K Buy
2021
Q3
$329K Buy