Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.46M Sell
2024
Q4
$2.04M Buy
2024
Q3
$1.71M Sell
2024
Q2
$2.32M Buy
2024
Q1
$1.48M Sell
2023
Q4
$1.07M Buy
2023
Q3
$507K Sell
2023
Q2
$5.92M Buy
2023
Q1
Sell
2022
Q4
$336K Buy