Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
2025
Q1
$922K Hold
2024
Q4
$931K Hold
2024
Q3
$974K Sell
2024
Q2
$1.02M Hold
2024
Q1
$1.28M Sell
2023
Q4
$9.1M Sell
2023
Q3
$8.98M Sell
2023
Q2
$10M Sell
2023
Q1
$10.6M Sell
2022
Q4
$10.9M Buy
2022
Q3
$5.84M Buy
2022
Q2
$4.21M Buy
2022
Q1
$511K Buy