Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$630K Sell
2024
Q4
$1.23M Sell
2024
Q3
$2.76M Buy
2024
Q2
$746K Buy
2024
Q1
$630K Buy
2023
Q4
Sell
2023
Q3
$2.87M Buy
2021
Q4
Sell
2021
Q3
$605K Sell
2021
Q2
$1.01M Buy