Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$8.29M Sell
2024
Q4
$9.39M Buy
2024
Q3
$8.08M Buy
2024
Q2
$2.33M Buy
2024
Q1
$711K Buy
2023
Q2
Sell
2023
Q1
$466K Sell
2022
Q4
$1.11M Hold
2022
Q3
$848K Buy
2022
Q2
$750K Sell
2022
Q1
$1.17M Buy