Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.39M Sell
2025
Q1
$2M Sell
2024
Q4
$1.99M Buy
2024
Q3
$1.49M Sell
2024
Q2
$1.7M Buy
2024
Q1
$482K Sell
2023
Q4
$501K Sell
2023
Q3
$2.07M Buy
2023
Q2
$1.5M Sell
2023
Q1
$1.17M Buy
2022
Q4
$497K Buy
2022
Q3
$510K Sell
2022
Q2
$572K Buy
2022
Q1
$621K Buy