Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
2025
Q1
$1.03M Sell
2024
Q4
$951K Buy
2024
Q3
$859K Buy
2024
Q2
$754K Buy
2024
Q1
$719K Buy
2023
Q4
$553K Sell
2023
Q3
$465K Hold
2023
Q2
$492K Buy