Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.38M Sell
2024
Q4
$2.42M Buy
2024
Q3
Sell
2024
Q2
$1.25M Sell
2024
Q1
$2.02M Buy
2023
Q4
$730K Sell
2023
Q3
$3.42M Buy
2023
Q2
$3.48M Buy
2023
Q1
$488K Sell
2022
Q4
$548K Buy