Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$730K Sell
2025
Q1
$1.07M Buy
2024
Q4
$1.18M Sell
2024
Q3
$1.76M Buy
2024
Q2
$1.45M Buy
2024
Q1
$808K Hold
2023
Q4
$762K Hold
2023
Q3
$613K Buy
2023
Q2
$461K Buy
2021
Q2
Sell
2021
Q1
$1.63M Buy