Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
2025
Q1
$3.66M Buy
2024
Q4
$1.72M Sell
2024
Q3
$2.15M Buy
2024
Q2
Sell
2024
Q1
$210K Sell
2023
Q4
$2.03M Buy
2023
Q3
$300K Buy
2022
Q4
Sell
2022
Q3
$316K Sell
2022
Q2
$1.39M Buy
2022
Q1
Sell
2021
Q4
$1.95M Buy
2021
Q3
$1.39M Sell
2021
Q2
$2.38M Buy
2021
Q1
$857K Buy