Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$759K Sell
2024
Q4
$1.03M Buy
2024
Q3
Sell
2024
Q2
$589K Sell
2024
Q1
$2.62M Sell
2023
Q4
$2.73M Buy
2023
Q3
$1.73M Buy
2023
Q2
$1.24M Hold
2023
Q1
$1.12M Hold
2022
Q4
$754K Hold
2022
Q3
$733K Buy