Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.4M Buy
98,408
+36,238
2025
Q1
$979K Sell
62,170
-425,485
2024
Q4
$7.6M Sell
487,655
-82,096
2024
Q3
$9.18M Sell
569,751
-7,522
2024
Q2
$10.5M Buy
577,273
+23,914
2024
Q1
$14.6M Buy
553,359
+519,449
2023
Q4
$764K Buy
33,910
+5,029
2023
Q3
$496K Buy
28,881
+17,054
2023
Q2
$166K Hold
11,827
2023
Q1
$166K Hold
11,827
2022
Q4
$157K Buy
+11,827