Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
2025
Q1
$2M Buy
2024
Q4
$1.62M Buy
2024
Q2
Sell
2024
Q1
$387K Sell
2023
Q4
$500K Buy
2023
Q3
$282K Buy
2023
Q2
$210K Hold
2023
Q1
$233K Buy
2022
Q1
Sell
2021
Q4
$215K Sell
2021
Q3
$342K Sell
2021
Q2
$542K Sell
2021
Q1
$422K Buy