Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$908K Hold
2025
Q1
$882K Sell
2024
Q4
$1.34M Buy
2024
Q3
$1.38M Sell
2024
Q2
$1.37M Buy
2024
Q1
$1.26M Buy
2023
Q4
$1.28M Sell
2023
Q3
$1.45M Sell
2023
Q2
$1.66M Sell
2023
Q1
$1.49M Sell
2022
Q4
$1.46M Sell
2022
Q3
$1.28M Buy
2022
Q2
$755K Buy
2022
Q1
$649K Buy