Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
2025
Q1
$3.29M Buy
2024
Q4
$2.28M Buy
2023
Q4
Sell
2023
Q3
$4M Buy
2023
Q2
$435K Buy
2023
Q1
Sell
2022
Q4
$2.75M Buy
2022
Q3
Sell
2022
Q2
$785K Buy
2022
Q1
$425K Buy
2021
Q3
Sell
2021
Q2
$498K Buy
2021
Q1
$368K Buy