Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$963K Sell
2025
Q1
$1.13M Buy
2024
Q4
$735K Sell
2024
Q3
$1.33M Sell
2024
Q2
$1.2M Buy
2024
Q1
$1.16M Buy
2023
Q4
$2.22M Buy
2023
Q3
$779K Sell
2023
Q2
$910K Sell
2023
Q1
$1.01M Buy
2022
Q4
$873K Buy
2022
Q3
$282K Sell
2022
Q2
$506K Buy
2022
Q1
$331K Sell
2021
Q4
$526K Sell
2021
Q3
$689K Sell
2021
Q2
$1.19M Buy