Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$7.15M Sell
2024
Q4
$11.1M Buy
2024
Q3
$10.5M Buy
2024
Q2
$10.4M Buy
2024
Q1
$7.98M Buy
2023
Q4
$4.38M Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$946K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$484K Buy
2021
Q3
Hold
2021
Q2
Sell
2021
Q1
$248K Buy