Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
2025
Q1
$1.7M Buy
2024
Q4
$1.86M Buy
2024
Q3
$1.08M Buy
2024
Q2
$448K Buy
2024
Q1
Sell
2023
Q4
$187K Buy