Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.56M Sell
2024
Q4
$1.49M Sell
2024
Q3
$1.58M Sell
2024
Q2
$1.51M Sell
2024
Q1
$1.5M Buy
2023
Q2
Sell
2023
Q1
$799 Sell
2022
Q4
$363K Sell
2022
Q3
$1.08M Buy
2022
Q2
$450K Buy
2022
Q1
$552K Buy
2021
Q4
$595K Sell
2021
Q3
$704K Sell
2021
Q2
$1.47M Buy