Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.76M Sell
2025
Q1
$3.14M Buy
2024
Q4
$410K Buy
2024
Q3
Sell
2024
Q2
$706K Buy
2023
Q3
Sell
2023
Q2
$405K Buy
2023
Q1
$306K Buy
2021
Q2
Sell
2021
Q1
$1.69M Buy