Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$507K Sell
2024
Q4
$5.87M Buy
2024
Q3
$5.43M Buy
2024
Q2
$5.85M Buy
2024
Q1
$5.24M Buy
2023
Q4
$2.47M Buy
2023
Q3
$1.74M Buy
2023
Q2
$271K Sell
2023
Q1
$1.15M Buy
2022
Q4
$1.21M Buy
2022
Q3
$841K Buy
2022
Q2
$371K Buy
2022
Q1
$225K Buy