Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.29M Buy
2024
Q4
$349K Sell
2024
Q3
$1.35M Buy
2024
Q2
Sell
2024
Q1
$1.55M Buy
2023
Q4
$813K Buy
2023
Q3
$545K Sell
2023
Q2
$679K Buy
2023
Q1
Sell
2022
Q4
$230K Sell
2022
Q3
$367K Sell
2022
Q2
$513K Buy
2022
Q1
$422K Buy
2021
Q4
$206K Sell
2021
Q3
$707K Buy