Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$661K Sell
2025
Q1
$710K Sell
2024
Q4
$964K Sell
2024
Q3
$1.29M Sell
2024
Q2
$1.42M Buy
2024
Q1
$1.17M Buy
2022
Q1
Sell
2021
Q4
$2.05M Hold
2021
Q3
$1.59M Buy