Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
2025
Q1
$3.45M Buy
2024
Q4
$773K Buy
2024
Q3
Sell
2024
Q2
$201K Sell
2024
Q1
$1.15M Buy
2023
Q4
Sell
2023
Q3
$2.02M Buy
2023
Q2
$512K Buy
2022
Q3
Sell
2022
Q2
$359K Buy
2022
Q1
Sell
2021
Q4
$378K Sell
2021
Q3
$548K Buy