Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.34M Buy
2024
Q4
$3.64M Buy
2024
Q3
$2.78M Buy
2024
Q2
$3.1M Buy
2024
Q1
$2.16M Buy
2023
Q4
$789K Buy
2023
Q3
$509K Buy
2023
Q2
$411K Sell
2023
Q1
$465K Buy
2022
Q4
$387K Hold
2022
Q3
$334K Hold
2022
Q2
$386K Buy