Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.08M Sell
2025
Q1
$10.2M Buy
2024
Q4
$449K Sell
2024
Q3
$475K Buy
2024
Q2
$518K Sell
2024
Q1
$511K Sell
2023
Q4
$514K Buy
2023
Q3
$458K Buy
2023
Q2
$429K Buy
2023
Q1
$408K Hold
2022
Q4
$404K Sell
2022
Q3
$406K Sell
2022
Q2
$483K Buy
2022
Q1
$378K Buy