Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2025
Q1
$803K Sell
2024
Q4
$1.37M Buy
2024
Q3
$1.07M Sell
2024
Q2
$994K Buy
2024
Q1
$729K Buy
2023
Q4
$141K Sell
2023
Q3
$139K Sell
2023
Q2
$227K Buy
2023
Q1
$104K Buy
2022
Q4
$62K Hold
2022
Q3
$48K Hold
2022
Q2
$99K Hold
2022
Q1
$150K Buy