Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.3M Buy
2024
Q1
Sell
2023
Q4
$1.3M Hold
2023
Q3
$1.18M Hold
2023
Q2
$1.26M Hold
2023
Q1
$1.31M Hold
2022
Q4
$1.34M Hold
2022
Q3
$1.3M Hold
2022
Q2
$1.3M Hold
2022
Q1
$1.46M Hold
2021
Q4
$1.15M Hold
2021
Q3
$1.1M Hold
2021
Q2
$1.15M Sell
2021
Q1
$1.61M Buy