Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
2025
Q1
$100K Buy
2024
Q4
$87K Buy
2024
Q3
Sell
2024
Q2
$2.39M Buy
2024
Q1
$181K Sell
2023
Q4
$641K Buy
2023
Q3
$294K Buy
2021
Q4
Sell
2021
Q3
$679K Buy
2021
Q1
Sell
2020
Q4
$978K Sell
2020
Q3
$2.31M Buy