Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
2025
Q1
Sell
2024
Q4
$447K Sell
2024
Q3
$390K Hold
2024
Q2
$373K Hold
2024
Q1
$396K Hold
2023
Q4
$370K Sell
2023
Q3
$511K Buy
2023
Q2
$342K Hold
2023
Q1
$325K Sell
2022
Q4
$318K Sell
2022
Q3
$729K Sell
2022
Q2
$885K Buy
2022
Q1
$997K Sell
2021
Q4
$1.01M Buy