Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$799K Sell
2025
Q1
$620K Buy
2024
Q4
$311K Buy
2024
Q3
$192K Sell
2024
Q2
$4.28M Sell
2024
Q1
$4.44M Buy
2023
Q4
$3.55M Buy
2023
Q3
$2.37M Buy
2023
Q2
$710K Sell
2023
Q1
$4.2M Buy
2022
Q4
$3.34M Buy
2022
Q3
$2.56M Buy
2022
Q2
$2.19M Buy