Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
2025
Q1
$1.71M Buy
2024
Q4
$1.13M Buy
2024
Q3
Sell
2024
Q2
$10.3M Buy
2024
Q1
$9.48M Buy
2023
Q4
$5.3M Buy
2023
Q3
Sell
2023
Q2
$380K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$876K Buy
2022
Q2
Sell
2022
Q1
$228K Buy
2021
Q3
Sell
2021
Q2
$338K Buy
2021
Q1
$313K Buy