Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$733K Sell
2025
Q1
$761K Sell
2024
Q4
$1.21M Hold
2024
Q3
$1.19M Buy
2024
Q2
$683K Sell
2024
Q1
$931K Buy
2023
Q4
$899K Hold
2023
Q3
$755K Buy
2023
Q2
$701K Buy