Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$621K Sell
2025
Q1
$843K Buy
2024
Q4
Sell
2024
Q3
$1.11M Sell
2024
Q2
$682K Sell
2024
Q1
$855K Buy
2023
Q4
$604K Sell
2023
Q3
$1.52M Buy
2023
Q2
$2.06M Hold
2023
Q1
$1.5M Sell
2022
Q4
$1.83M Buy
2022
Q3
$1.29M Buy
2022
Q2
$1.82M Buy
2022
Q1
$957K Sell
2021
Q4
$7.2M Sell
2021
Q3
$11.4M Buy