Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.83M Buy
2025
Q1
Sell
2024
Q4
$4.02M Buy
2024
Q3
Sell
2024
Q2
$1.54M Buy
2024
Q1
Sell
2023
Q4
$367K Buy
2023
Q3
$250K Sell
2023
Q2
$953K Buy
2023
Q1
$297K Buy
2022
Q4
$261K Sell
2022
Q3
$579K Buy
2022
Q2
$289K Buy
2022
Q1
Sell
2021
Q4
$370K Buy
2021
Q3
Sell
2021
Q2
$477K Buy
2021
Q1
$305K Buy