Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
2025
Q1
$1.31M Sell
2024
Q4
$1.7M Buy
2024
Q3
$632K Buy
2024
Q2
$655K Hold
2024
Q1
$611K Hold
2023
Q4
$515K Buy
2023
Q3
$190K Buy
2023
Q2
$190K Sell
2023
Q1
$301K Buy
2021
Q3
Sell
2021
Q2
$223K Buy