Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$760K Sell
2025
Q1
$1.06M Hold
2024
Q4
$1.1M Hold
2024
Q3
$1.45M Buy
2024
Q2
$949K Sell
2024
Q1
$1.63M Hold
2023
Q4
$1.63M Sell
2023
Q3
$3.53M Buy
2023
Q2
Sell
2023
Q1
$5.06M Sell
2022
Q4
$4.88M Buy
2022
Q3
$1.17M Buy