Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$216K Sell
2024
Q4
$1.95M Sell
2024
Q3
$2.17M Buy
2024
Q2
$1.92M Buy
2024
Q1
$1.55M Buy
2023
Q4
$393K Buy
2022
Q2
Sell
2022
Q1
$232K Sell
2021
Q4
$282K Buy