Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.02M Sell
2025
Q1
$4.64M Sell
2024
Q4
$9.08M Buy
2024
Q3
$6.67M Buy
2024
Q2
$296K Sell
2024
Q1
$297K Hold
2023
Q4
$341K Sell
2023
Q3
$1.86M Buy
2023
Q2
$435K Sell
2023
Q1
$454K Sell
2022
Q4
$1.79M Buy
2022
Q3
$404K Buy