Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$807K Sell
2025
Q1
$1.15M Sell
2024
Q4
$1.7M Buy
2024
Q3
$1.27M Buy
2024
Q2
$1.16M Sell
2024
Q1
$1.76M Buy
2023
Q4
$911K Sell
2023
Q3
$685K Buy
2021
Q3
Sell
2021
Q2
$1.87M Sell
2021
Q1
$3.69M Buy