Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$3.4M Sell
2024
Q3
$5.25M Buy
2024
Q2
$4.86M Sell
2024
Q1
$5.69M Buy
2023
Q4
$4.89M Buy
2023
Q3
$4.15M Buy
2023
Q2
$454K Buy
2023
Q1
$399K Sell
2022
Q4
$472K Buy
2022
Q3
$234K Buy