Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Hold
2025
Q1
$912K Hold
2024
Q4
$1.15M Hold
2024
Q3
$1.19M Hold
2024
Q2
$1.38M Hold
2024
Q1
$1.14M Sell
2023
Q4
$3.06M Hold
2023
Q3
$2.76M Hold
2023
Q2
$2.16M Hold
2023
Q1
$1.61M Buy