Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$854K Buy
2024
Q4
Sell
2024
Q3
$1.48M Buy
2024
Q2
Sell
2024
Q1
$700K Buy
2023
Q4
Sell
2023
Q3
$599K Sell
2023
Q2
$1.46M Buy
2023
Q1
$1.39M Buy
2022
Q4
$235K Buy
2022
Q3
Sell
2022
Q2
$260K Buy
2021
Q3
Sell
2021
Q2
$810K Buy
2021
Q1
$574K Buy