Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
2025
Q1
Sell
2024
Q4
$368K Sell
2024
Q3
$459K Sell
2024
Q2
$837K Sell
2024
Q1
$1M Hold
2023
Q4
$763K Buy
2023
Q3
$676K Buy
2023
Q2
$702K Buy
2023
Q1
$590K Buy
2022
Q4
$415K Buy
2022
Q3
Sell
2022
Q2
$200K Sell
2022
Q1
$252K Buy