Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Sell
2025
Q1
$2.22M Buy
2024
Q4
$997K Buy
2024
Q3
$543K Sell
2024
Q2
$927K Buy
2024
Q1
Sell
2023
Q4
$3.32M Buy
2023
Q3
Sell
2023
Q2
$377K Sell
2023
Q1
$698K Buy
2022
Q4
Sell
2022
Q3
$2.59M Sell
2022
Q2
$4.09M Buy
2022
Q1
$1.87M Buy
2020
Q4
Sell
2020
Q3
$373K Buy