Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$324K Buy
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$1.17M Buy
2023
Q3
Hold
2023
Q2
Sell
2023
Q1
$6.94M Buy
2022
Q4
$3.36M Buy
2022
Q1
Sell
2021
Q4
$9.35M Sell
2021
Q3
$22.2M Buy
2021
Q2
Hold
2021
Q1
Hold