Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
2025
Q1
$908K Sell
2024
Q4
$1.1M Buy
2024
Q3
$1.39M Sell
2024
Q2
$1.52M Hold
2024
Q1
$1.63M Buy
2023
Q4
$1.27M Buy
2023
Q3
$1.04M Buy