Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Sell
2025
Q1
$1.76M Buy
2024
Q4
$1.16M Hold
2024
Q3
$1.41M Sell
2024
Q2
$1.39M Buy
2024
Q1
$518K Buy
2023
Q4
$372K Sell
2023
Q3
$320K Sell
2023
Q2
$319K Buy
2023
Q1
$219K Buy
2022
Q4
Sell
2022
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$308K Buy