Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$697K Sell
2025
Q1
$1.8M Buy
2024
Q4
$1.21M Buy
2024
Q3
$1M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.36M Sell
2023
Q4
$1.59M Sell
2023
Q3
$1.92M Buy
2023
Q2
$1.77M Buy
2023
Q1
$1.47M Sell
2022
Q4
$1.57M Buy
2022
Q3
$497K Buy
2022
Q2
$410K Sell
2022
Q1
$2.15M Buy
2021
Q4
$1.29M Buy