Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.79M Buy
2024
Q4
$453K Buy
2024
Q3
$437K Buy
2024
Q2
Sell
2024
Q1
$496K Buy
2023
Q4
Sell
2023
Q3
$604K Buy
2023
Q2
$422K Buy
2023
Q1
Sell
2022
Q4
$305K Sell
2022
Q3
$426K Buy
2022
Q1
Sell
2021
Q4
$235K Buy
2021
Q3
$211K Buy