Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
2025
Q1
Sell
2024
Q4
$375K Buy
2024
Q2
Sell
2024
Q1
$1.24M Buy
2023
Q4
$232K Sell
2023
Q3
$1.28M Buy
2023
Q2
$833K Buy
2023
Q1
$312K Buy
2021
Q3
Sell
2021
Q2
$594K Buy
2021
Q1
$211K Buy