Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
2025
Q1
$932K Buy
2024
Q4
$965K Buy
2024
Q3
$854K Hold
2024
Q2
$729K Hold
2024
Q1
$811K Buy
2023
Q4
$577K Hold
2023
Q3
$519K Sell
2023
Q2
$530K Buy