Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
2025
Q1
$307K Buy
2024
Q4
Sell
2024
Q3
$264K Sell
2024
Q2
$4.19M Buy
2024
Q1
$686K Sell
2023
Q4
$745K Buy
2023
Q3
$268K Hold
2023
Q2
$327K Sell
2023
Q1
$5.63M Sell
2022
Q4
$6.11M Buy
2022
Q3
$5.54M Sell
2022
Q2
$5.79M Buy
2022
Q1
$4.98M Buy
2021
Q4
$3.22M Buy