Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.04M Buy
2025
Q1
$6.25M Buy
2024
Q4
$906K Buy
2024
Q3
$860K Buy
2024
Q2
$726K Sell
2024
Q1
$990K Buy
2023
Q4
Sell
2023
Q3
$497K Sell
2023
Q2
$558K Buy
2023
Q1
$371K Buy
2022
Q4
$328K Buy
2022
Q3
$309K Hold
2022
Q2
$251K Hold
2022
Q1
$351K Sell
2021
Q4
$399K Sell
2021
Q3
$516K Sell
2021
Q2
$537K Buy
2021
Q1
$492K Buy