Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
2025
Q1
$737K Sell
2024
Q4
$909K Hold
2024
Q3
$800K Sell
2024
Q2
$801K Buy
2024
Q1
$458K Hold
2023
Q4
$350K Hold
2023
Q3
$293K Hold
2023
Q2
$340K Hold
2023
Q1
$313K Hold
2022
Q4
$251K Buy