Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
2025
Q1
$1.87M Buy
2024
Q4
$1.2M Sell
2024
Q3
$1.82M Buy
2024
Q2
$1.27M Buy
2022
Q2
Sell
2022
Q1
$220K Hold
2021
Q4
$258K Hold
2021
Q3
$201K Buy
2021
Q2
Sell
2021
Q1
$210K Buy