Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.31M Sell
2025
Q1
$2.41M Buy
2024
Q4
$2.77M Buy
2024
Q3
$2.37M Buy
2024
Q2
$2.09M Buy
2024
Q1
$1.45M Buy
2023
Q2
$542K Sell
2023
Q1
$370K Buy