Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
2025
Q1
$653K Buy
2024
Q4
Sell
2024
Q3
$921K Buy
2024
Q2
$590K Buy
2024
Q1
Sell
2023
Q4
$2K Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$153K Sell
2022
Q1
$932K Buy
2021
Q4
$707K Buy
2021
Q3
$364K Sell
2021
Q2
$364K Buy