Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Hold
2025
Q1
$571K Buy
2024
Q4
$278K Hold
2024
Q3
$212K Buy
2024
Q1
Sell
2023
Q4
$597K Sell
2023
Q3
$379K Sell
2023
Q2
$3.29M Sell
2023
Q1
$3.78M Buy
2022
Q4
$2.39M Buy
2022
Q3
$2.62M Buy
2022
Q2
$2.38M Sell
2022
Q1
$3.72M Buy
2021
Q4
$4.41M Buy