Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$987K Sell
2025
Q1
$1.05M Hold
2024
Q4
$1.05M Buy
2024
Q3
$889K Buy
2024
Q2
$482K Buy
2024
Q1
$649K Buy
2023
Q4
$64.2K Buy