Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.01M Sell
2024
Q4
$2.75M Buy
2024
Q3
$913K Sell
2024
Q2
$1.44M Sell
2024
Q1
$2.5M Buy
2023
Q4
$2.15M Buy
2023
Q3
$1.62M Buy
2023
Q2
$926K Buy
2023
Q1
$429K Buy
2021
Q4
Sell
2021
Q3
$2.13M Buy