Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
2025
Q1
$1.01M Buy
2024
Q4
$896K Sell
2024
Q3
$1.19M Buy
2024
Q2
$942K Buy
2024
Q1
$694K Buy
2023
Q4
$548K Sell
2023
Q3
$434K Buy
2023
Q2
$448K Buy
2023
Q1
$251K Sell
2022
Q4
$238K Buy