Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
2025
Q1
$1.6M Buy
2024
Q4
$1.48M Sell
2024
Q3
$1.53M Buy
2024
Q2
$1.29M Buy
2024
Q1
$827K Buy
2023
Q4
$422K Sell
2023
Q3
$357K Buy
2023
Q2
$442K Sell
2023
Q1
$433K Buy