Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.17M Sell
2025
Q1
$5.6M Buy
2024
Q4
$3.23M Buy
2024
Q3
$2.95M Buy
2024
Q2
$1.43M Buy
2024
Q1
$1.08M Buy
2023
Q4
$475K Buy