Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$606K Sell
2025
Q1
$869K Sell
2024
Q4
$1.76M Buy
2024
Q3
$1.67M Buy
2024
Q2
$1.73M Buy
2024
Q1
$1.26M Buy
2023
Q4
$346K Buy
2022
Q3
Sell
2022
Q2
$389K Buy
2022
Q1
$425K Buy