Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Hold
2025
Q1
$1.45M Buy
2024
Q4
$1.02M Hold
2024
Q3
$1.26M Hold
2024
Q2
$1.22M Hold
2024
Q1
$1.11M Hold
2023
Q4
$1.13M Hold
2023
Q3
$1.05M Hold
2023
Q2
$870K Buy
2023
Q1
Sell
2022
Q4
$843K Buy
2022
Q3
Sell
2022
Q2
$224K Buy