Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$2.12M Hold
2024
Q4
$2.22M Buy
2024
Q3
$2M Buy
2024
Q2
$1.02M Hold
2024
Q1
$970K Hold
2023
Q4
$757K Buy
2023
Q3
$294K Buy