Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$736K Sell
2025
Q1
$1.25M Sell
2024
Q4
$1.45M Hold
2024
Q3
$1.66M Sell
2024
Q2
$1.83M Sell
2024
Q1
$2M Buy
2023
Q4
$1.65M Buy
2023
Q3
$1.55M Buy
2023
Q2
$1.74M Hold
2023
Q1
$1.6M Buy
2022
Q1
Sell
2021
Q4
$23K Buy