Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.51M Buy
2024
Q4
Sell
2024
Q3
$2.81M Buy
2024
Q2
Sell
2024
Q1
$1.6M Buy
2023
Q4
Sell
2023
Q3
$790K Buy
2023
Q2
Sell
2023
Q1
$390K Buy
2022
Q4
$350K Sell
2022
Q3
$721K Buy
2022
Q2
$226K Buy
2022
Q1
$353K Buy
2021
Q3
Sell
2021
Q2
$410K Buy