Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.34M Sell
2025
Q1
$9.7M Hold
2024
Q4
$8.9M Hold
2024
Q3
$14.7M Hold
2024
Q2
$9.88M Hold
2024
Q1
$11.8M Buy
2023
Q4
Sell
2023
Q3
$1.69M Hold
2023
Q2
$2.89M Hold
2023
Q1
$1.71M Hold
2022
Q4
$1.61M Buy