Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
2025
Q1
$334K Sell
2024
Q4
$606K Buy
2024
Q3
$921K Sell
2024
Q2
$2.35M Buy
2024
Q1
$2M Buy
2023
Q4
$1.36M Buy
2023
Q3
$1.4M Buy
2023
Q2
$1.65M Sell
2023
Q1
$2.29M Sell
2022
Q4
$3.15M Buy
2022
Q3
$595K Buy
2022
Q2
$460K Buy
2022
Q1
Sell
2021
Q4
$195K Sell
2021
Q3
$6.67M Buy