Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
2025
Q1
$288K Buy
2024
Q4
Sell
2024
Q3
$273K Sell
2024
Q2
$218M Buy
2024
Q1
$7.47M Buy
2023
Q4
$574K Hold
2023
Q3
$505K Hold
2023
Q2
$491K Hold
2023
Q1
$322K Buy
2022
Q1
Sell
2021
Q4
$5.48M Buy