Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
2025
Q1
$1.05M Buy
2024
Q4
$879K Sell
2024
Q3
$1.02M Buy
2024
Q2
$944K Buy
2024
Q1
$886K Buy
2023
Q4
$839K Buy
2023
Q3
$659K Sell
2023
Q2
$725K Buy
2023
Q1
$531K Buy
2022
Q4
$566K Buy
2022
Q3
$396K Buy