Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$858K Hold
2025
Q1
$772K Sell
2024
Q4
$3.18M Sell
2024
Q3
$5.07M Sell
2024
Q2
$5.09M Sell
2024
Q1
$5.32M Sell
2023
Q4
$9.13M Sell
2023
Q3
$9.63M Sell
2023
Q2
$10M Hold
2023
Q1
$8.79M Buy
2022
Q4
$7.87M Buy