Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
2025
Q1
$1.36M Sell
2024
Q4
$6.71M Sell
2024
Q3
$4.37M Buy
2024
Q2
$1.08M Buy
2024
Q1
$876K Buy
2023
Q4
$254K Sell
2023
Q3
$258K Sell
2023
Q2
$209K Buy
2022
Q4
Sell
2022
Q3
$1.24M Buy
2022
Q2
Sell
2022
Q1
$1.09M Buy
2021
Q4
$911K Buy
2021
Q3
$247K Sell
2021
Q2
$226K Sell
2021
Q1
$249K Buy