Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$679K Sell
2025
Q1
$875K Sell
2024
Q4
$1.3M Buy
2024
Q3
$1.43M Buy
2024
Q2
$1.32M Buy
2024
Q1
$1.6M Sell
2023
Q4
$1.57M Sell
2023
Q3
$1.47M Buy
2023
Q2
$1.48M Buy
2023
Q1
$1.56M Buy
2022
Q4
$1.47M Sell
2022
Q3
$1.2M Buy
2022
Q2
$13K Buy