Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.4M Sell
2024
Q4
$7.27M Buy
2024
Q3
$3.54M Sell
2024
Q2
$8.06M Buy
2024
Q1
$555K Buy
2023
Q4
Sell
2023
Q3
$5.35M Buy
2023
Q2
$753K Buy
2023
Q1
Sell
2022
Q4
$6.5M Buy
2022
Q3
$3.15M Sell
2022
Q2
$5.18M Buy
2022
Q1
$854K Sell
2021
Q4
$3.71M Buy
2021
Q3
$307K Sell
2021
Q2
$2.25M Buy