Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$968K Sell
2025
Q1
$1.26M Sell
2024
Q4
$1.5M Sell
2024
Q3
$1.72M Hold
2024
Q2
$1.57M Sell
2024
Q1
$1.61M Sell
2023
Q4
$1.91M Hold
2023
Q3
$1.78M Hold
2023
Q2
$2.14M Hold
2023
Q1
$2.05M Hold
2022
Q4
$1.93M Buy