Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.28M Hold
2025
Q1
$3.5M Sell
2024
Q4
$5.53M Buy
2024
Q3
$3.57M Sell
2024
Q2
$2.71M Sell
2024
Q1
$2.42M Sell
2023
Q4
$3.47M Sell
2023
Q3
$3.52M Buy
2023
Q2
$3.65M Buy
2022
Q4
Sell
2022
Q3
$235K Buy
2022
Q2
Sell
2022
Q1
$325K Buy
2021
Q4
$300K Buy
2021
Q3
$216K Buy