Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$975K Sell
2025
Q1
$2M Buy
2024
Q4
$1.84M Buy
2024
Q3
$2.03M Sell
2024
Q2
$1.65M Buy
2024
Q1
$1.59M Buy
2023
Q4
$1.58M Buy
2023
Q3
$1.37M Sell
2023
Q2
$1.84M Buy
2023
Q1
$1.15M Buy
2022
Q4
$519K Buy
2022
Q3
$362K Buy
2022
Q2
$218K Buy
2022
Q1
$152K Sell
2021
Q4
$894K Sell
2021
Q3
$1.89M Buy