Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.44M Buy
2024
Q4
$387K Sell
2024
Q3
$493K Sell
2024
Q2
$6.09M Sell
2024
Q1
$7.22M Sell
2023
Q4
$7.75M Buy
2023
Q3
$2.87M Buy
2023
Q2
$231K Buy
2022
Q4
Sell
2022
Q3
$220K Sell
2022
Q2
$314K Buy
2022
Q1
$472K Buy
2021
Q4
$423K Buy
2021
Q3
$261K Buy
2021
Q2
$252K Sell
2021
Q1
$225K Buy