Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.06M Sell
2025
Q1
$2.7M Buy
2024
Q4
Sell
2024
Q3
$425K Buy
2024
Q2
Sell
2024
Q1
$127K Buy
2023
Q4
$88K Sell
2023
Q3
$501K Buy
2023
Q2
$99K Sell
2023
Q1
$605K Buy
2022
Q4
Sell
2022
Q3
$358K Sell
2022
Q2
$782K Buy
2022
Q1
Hold
2021
Q4
Hold