Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.24M Sell
2024
Q4
$6.45M Sell
2024
Q3
$7.68M Buy
2024
Q2
$4.06M Buy
2022
Q1
Sell
2021
Q4
$234K Buy
2021
Q3
Sell
2021
Q2
$209K Buy