Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
2025
Q1
$1.14M Buy
2024
Q4
$965K Hold
2024
Q3
$1.02M Hold
2024
Q2
$1.11M Buy
2024
Q1
$1.02M Buy
2023
Q4
Sell
2023
Q3
$838K Hold
2023
Q2
$786K Sell
2023
Q1
$772K Hold
2022
Q4
$764K Hold
2022
Q3
$668K Hold
2022
Q2
$702K Buy
2022
Q1
$353K Buy