Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
2025
Q1
$1.19M Buy
2024
Q4
$802K Buy
2024
Q3
$686K Hold
2024
Q2
$655K Buy
2024
Q1
$214K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$230K Buy
2021
Q3
$219K Sell
2021
Q2
$250K Buy
2021
Q1
$205K Buy