Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$5.05M Buy
2024
Q3
$1.66M Sell
2024
Q2
$2.16M Sell
2024
Q1
$5.89M Buy
2023
Q4
$5.59M Buy
2023
Q3
$546K Buy
2023
Q2
$653K Buy
2023
Q1
$655K Buy
2022
Q4
$351K Buy
2022
Q3
$330K Buy
2022
Q2
$192K Hold
2022
Q1
$306K Buy