Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
2025
Q1
$2.26M Sell
2024
Q4
$2.12M Sell
2024
Q3
$2.62M Hold
2024
Q2
$2.53M Hold
2024
Q1
$2.37M Hold
2023
Q4
$2.16M Hold
2023
Q3
$1.9M Hold
2023
Q2
$1.94M Hold
2023
Q1
$1.71M Buy