Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$916K Buy
2025
Q1
$676K Sell
2024
Q4
$1.34M Sell
2024
Q3
$1.25M Buy
2024
Q2
$901K Sell
2024
Q1
$806K Sell
2023
Q4
$1.58M Buy
2023
Q3
$1.29M Sell
2023
Q2
$1.88M Buy
2023
Q1
$1.25M Buy
2022
Q4
$438K Sell
2022
Q3
$815K Sell
2022
Q2
$914K Buy
2022
Q1
$1.45M Buy
2021
Q4
$1.39M Buy