Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Sell
2025
Q1
$1.78M Buy
2024
Q4
$1.59M Buy
2024
Q3
$1.47M Buy
2024
Q2
$1.2M Sell
2024
Q1
$1.41M Sell
2023
Q4
$1.45M Sell
2023
Q3
$1.48M Buy
2023
Q2
$1.13M Sell
2023
Q1
$1.38M Buy
2022
Q4
$775K Buy
2022
Q3
$505K Hold
2022
Q2
$493K Sell
2022
Q1
$656K Buy
2021
Q4
$440K Buy