Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2025
Q1
$1.27M Buy
2024
Q4
$1.25M Buy
2024
Q3
$1.09M Sell
2024
Q2
$907K Sell
2024
Q1
$1.09M Buy
2023
Q4
$557K Buy
2023
Q3
$460K Sell
2023
Q2
$549K Buy
2023
Q1
$559K Buy