Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$784K Sell
2025
Q1
$830K Sell
2024
Q4
$1.21M Buy
2024
Q3
$1.17M Buy
2024
Q2
$1.41M Sell
2024
Q1
$2.21M Buy
2023
Q4
$1.98M Buy
2022
Q4
$1.35M Sell
2022
Q3
$1.32M Buy