Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$845K Sell
2025
Q1
$1.19M Sell
2024
Q4
$1.56M Buy
2024
Q3
$1.26M Buy
2024
Q2
$683K Buy
2024
Q1
$533K Buy
2023
Q4
$582K Buy
2023
Q3
$305K Buy
2023
Q2
$267K Buy
2023
Q1
$224K Buy