Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.2M Sell
2025
Q1
$13M Sell
2024
Q4
$18M Buy
2024
Q3
$11.4M Buy
2024
Q2
$0 Buy
2024
Q1
$0 Buy
2023
Q4
$3.15M Buy
2023
Q3
$1.55M Buy
2023
Q2
$232K Hold
2023
Q1
$214K Buy
2022
Q4
Sell
2022
Q3
$363K Sell
2022
Q2
$3.29M Hold
2022
Q1
$4.14M Sell
2021
Q4
$5.09M Buy