Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.55M Sell
2025
Q1
$4.4M Sell
2024
Q4
$5.61M Sell
2024
Q3
$5.87M Buy
2024
Q2
$4.8M Buy
2024
Q1
$3.4M Buy
2023
Q4
$1.61M Buy
2023
Q3
$491K Sell
2023
Q2
$810K Buy
2023
Q1
$755K Buy
2022
Q4
$711K Sell
2022
Q3
$610K Buy
2022
Q2
$696K Buy
2022
Q1
$596K Buy