Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$993K Sell
2025
Q1
$1.24M Sell
2024
Q4
$1.58M Sell
2024
Q3
$1.23M Buy
2024
Q2
$689K Hold
2024
Q1
$856K Buy
2023
Q4
$815K Buy
2022
Q3
Sell
2022
Q2
$1.67M Buy
2022
Q1
$1.98M Buy