Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
2025
Q1
$2.47M Buy
2024
Q4
$1.85M Buy
2024
Q3
$259K Hold
2024
Q2
$326K Hold
2024
Q1
$365K Sell
2023
Q4
$318K Sell
2023
Q3
$289K Buy
2023
Q2
$245K Sell
2023
Q1
$308K Hold
2022
Q4
$244K Buy
2022
Q3
$202K Buy
2022
Q2
$313K Buy
2022
Q1
$352K Buy
2021
Q4
$346K Sell
2021
Q3
$437K Sell
2021
Q2
$497K Buy