Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.57M Buy
2024
Q4
$269K Sell
2024
Q3
$1.55M Buy
2024
Q2
Sell
2024
Q1
$651K Buy
2023
Q4
Sell
2023
Q3
$213K Sell
2023
Q2
$318K Sell
2023
Q1
$269K Sell
2022
Q4
$395K Buy
2022
Q3
$296K Buy
2022
Q2
Sell
2022
Q1
$302K Buy
2021
Q3
Sell
2021
Q2
$297K Buy