Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.45M Sell
2025
Q1
$11.2M Buy
2024
Q4
$565K Buy
2024
Q3
$447K Sell
2024
Q2
$667K Buy
2024
Q1
$566K Sell
2023
Q4
$785K Sell
2023
Q3
$544K Sell
2023
Q2
$760K Sell
2023
Q1
$839K Sell
2022
Q4
$1.04M Sell
2022
Q3
$609K Sell
2022
Q2
$2.21M Buy
2022
Q1
$2.13M Buy