Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
2025
Q1
$1.8M Sell
2024
Q4
$1.59M Sell
2024
Q3
$2.19M Sell
2024
Q2
$1.67M Buy
2024
Q1
Sell
2023
Q4
$2M Buy
2023
Q3
$1.31M Buy
2023
Q2
$1.17M Buy
2023
Q1
$925K Buy
2022
Q4
$963K Buy
2022
Q3
$599K Sell
2022
Q2
$701K Buy