Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
2024
Q4
Sell
2024
Q3
$2.2M Buy
2024
Q2
Sell
2024
Q1
$677K Buy
2023
Q4
Sell
2023
Q3
$2.72M Buy
2023
Q2
$315K Buy
2023
Q1
Sell
2022
Q4
$660K Sell
2022
Q3
$3.16M Sell
2022
Q2
$5.09M Buy
2020
Q4
Sell
2020
Q3
$1.2M Buy