Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$495K Buy
2024
Q3
Sell
2024
Q2
$2.64M Buy
2023
Q4
Sell
2023
Q3
$828K Sell
2023
Q2
$1.12M Buy
2023
Q1
Sell
2022
Q4
$551K Sell
2022
Q3
$662K Buy
2022
Q2
$444K Buy
2021
Q4
Sell
2021
Q3
$457K Buy