Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
2025
Q1
$618K Buy
2024
Q4
$334K Buy
2024
Q3
Sell
2024
Q2
$725K Buy
2024
Q1
$274K Sell
2023
Q4
$22.2M Buy
2023
Q3
Sell
2023
Q2
$25.3M Buy
2023
Q1
Sell
2022
Q4
$12.8M Sell
2022
Q3
$14.5M Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$1.29M Buy
2021
Q3
Sell
2021
Q2
$279K Buy