Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.74M Buy
2025
Q1
$700K Sell
2024
Q4
$661K Sell
2024
Q3
$753K Buy
2024
Q2
$667K Sell
2024
Q1
$762K Sell
2023
Q4
$664K Sell
2023
Q3
$750K Sell
2023
Q2
$902K Buy