Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$928K Sell
2024
Q4
$2.22M Buy
2024
Q2
Sell
2024
Q1
$433K Sell
2023
Q4
$1.95M Buy
2023
Q3
$704K Sell
2023
Q2
$1.79M Buy
2023
Q1
$259K Buy
2022
Q3
Sell
2022
Q2
$1.54M Buy
2022
Q1
Sell
2021
Q4
$289K Sell
2021
Q3
$2.01M Buy