Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
2025
Q1
$721K Sell
2024
Q4
$10.6M Buy
2024
Q3
$9.85M Sell
2024
Q2
$9.21M Sell
2024
Q1
$7.59M Sell
2023
Q4
$8.8M Buy
2023
Q3
$7.73M Sell
2023
Q2
$9.37M Buy
2023
Q1
$7.89M Buy
2022
Q4
$6.12M Sell
2022
Q3
$6.57M Buy
2022
Q2
$6.03M Buy
2022
Q1
$7.6M Sell
2021
Q4
$7.65M Buy