Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2025
Q1
$301K Buy
2024
Q4
Sell
2024
Q3
$279K Sell
2024
Q2
$7.87M Buy
2024
Q1
Sell
2023
Q4
$2.95M Sell
2023
Q3
$13M Sell
2023
Q2
$16.8M Sell
2023
Q1
$16.8M Buy
2022
Q4
$15.1M Sell
2022
Q3
$12.8M Hold
2022
Q2
$13.5M Buy
2022
Q1
Sell
2021
Q4
$456K Buy