Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$607K Sell
2025
Q1
$593K Hold
2024
Q4
$775K Buy
2024
Q2
Sell
2024
Q1
$575K Sell
2023
Q4
$2.28M Sell
2023
Q3
$4.6M Buy
2023
Q2
$4.86M Buy
2023
Q1
$4.88M Buy
2022
Q4
$4.43M Buy