Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.6M Sell
2024
Q4
$3.29M Buy
2024
Q3
$2.5M Buy
2024
Q2
$1.36M Sell
2024
Q1
$1.45M Buy
2023
Q4
$1.34M Hold
2023
Q3
$1.18M Sell
2023
Q2
$1.32M Hold
2023
Q1
$1.25M Buy
2022
Q4
$1.13M Buy
2022
Q3
$893K Hold
2022
Q2
$1M Hold
2022
Q1
$1.11M Buy
2021
Q4
$1.07M Buy