Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$322K Hold
2025
Q1
$322K Buy
2024
Q3
Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.2M Buy
2023
Q4
$1.12M Buy
2023
Q3
Sell
2023
Q2
$943K Buy
2023
Q1
$675K Sell
2022
Q4
$906K Sell
2022
Q3
$948K Sell
2022
Q2
$971K Buy
2022
Q1
$1.22M Buy
2021
Q4
$779K Buy