Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
2025
Q1
$1.63M Sell
2024
Q4
$1.91M Buy
2024
Q3
$1.48M Sell
2024
Q2
$1.54M Buy
2024
Q1
$1.41M Buy
2023
Q4
$565K Sell
2023
Q3
$849K Buy
2023
Q2
$269K Buy
2023
Q1
$188K Sell
2022
Q4
$188K Sell
2022
Q3
$314K Buy
2022
Q2
$287K Hold
2022
Q1
$440K Buy
2021
Q4
$410K Buy