Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
2025
Q1
$1.65M Buy
2024
Q4
Sell
2024
Q3
$531K Buy
2024
Q1
Sell
2023
Q4
$811K Sell
2023
Q3
$1.44M Buy
2023
Q2
Sell
2023
Q1
$820K Buy
2022
Q1
Sell
2021
Q4
$982K Buy