Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$802K Buy
2025
Q1
$496K Buy
2024
Q4
$498K Buy
2024
Q3
$410K Buy
2024
Q2
$277K Buy
2024
Q1
$252K Sell
2023
Q4
$400K Sell
2023
Q3
$828K Hold
2023
Q2
$868K Buy
2023
Q1
$771K Hold
2022
Q4
$755K Sell
2022
Q3
$1.29M Buy
2022
Q2
$243K Buy