Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Sell
2025
Q1
$1.52M Buy
2024
Q4
$1.03M Buy
2024
Q3
Sell
2024
Q2
$309K Buy
2024
Q1
Sell
2023
Q4
$285K Sell
2023
Q3
$385K Sell
2023
Q2
$458K Buy
2023
Q1
Sell
2022
Q4
$355K Sell
2022
Q3
$352K Buy
2022
Q1
Sell
2021
Q4
$216K Buy
2021
Q2
Sell
2021
Q1
$417K Buy