Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
2025
Q1
$1.28M Buy
2024
Q4
$1.2M Buy
2024
Q3
$1.16M Sell
2024
Q2
$1.17M Buy
2024
Q1
$993K Buy
2023
Q4
$889K Buy
2023
Q3
$518K Buy
2023
Q2
$489K Buy
2023
Q1
$443K Buy
2022
Q2
Sell
2022
Q1
$202K Sell
2021
Q4
$207K Buy