Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.11M Buy
2024
Q4
Sell
2024
Q3
$447K Sell
2024
Q2
$1.34M Buy
2024
Q1
$1.31M Buy
2023
Q2
Sell
2023
Q1
$652K Buy
2022
Q3
Sell
2022
Q2
$242K Buy
2022
Q1
$206K Sell
2021
Q4
$662K Sell
2021
Q3
$831K Buy
2021
Q2
$728K Buy