Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.77M Sell
2025
Q1
$2.46M Sell
2024
Q4
$2.2M Buy
2024
Q3
$2.2M Buy
2024
Q2
$1.7M Sell
2024
Q1
$1.98M Sell
2023
Q4
$1.7M Sell
2023
Q3
$1.51M Sell
2023
Q2
$1.44M Sell
2023
Q1
$1.43M Buy
2022
Q4
$1.5M Buy
2022
Q3
$1.23M Buy
2022
Q2
$1.39M Buy
2022
Q1
$215K Buy