Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
2025
Q1
$948K Sell
2024
Q4
$1.17M Buy
2024
Q3
$1.25M Buy
2024
Q2
$1.25M Buy
2024
Q1
$1.14M Hold
2023
Q4
$886K Buy
2023
Q3
$648K Buy
2023
Q2
$623K Buy
2023
Q1
$427K Buy
2022
Q4
$330K Buy
2022
Q3
$220K Buy
2022
Q2
$247K Buy
2022
Q1
$236K Buy