Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
2025
Q1
Sell
2024
Q4
$475K Buy
2024
Q3
Sell
2024
Q2
$520K Buy
2023
Q3
Sell
2023
Q2
$1.01M Buy
2023
Q1
$605K Buy
2022
Q4
Sell
2022
Q3
$667K Buy
2022
Q2
Sell
2022
Q1
$446K Buy
2021
Q3
Sell
2021
Q2
$262K Sell
2021
Q1
$373K Buy