Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.73M Hold
2025
Q1
$1.73M Buy
2024
Q4
$775K Buy
2024
Q3
$772K Buy
2024
Q2
$571K Sell
2024
Q1
$652K Sell
2023
Q4
$1.14M Buy
2023
Q3
Sell
2023
Q2
$823K Sell
2023
Q1
$820K Buy
2022
Q4
$352K Hold
2022
Q3
$308K Buy
2022
Q2
$318K Hold
2022
Q1
$293K Sell
2021
Q4
$509K Buy