Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.12M Hold
2024
Q4
$1.99M Sell
2024
Q3
$4.85M Sell
2024
Q2
$6.18M Buy
2024
Q1
$4.39M Buy
2023
Q4
$4.48M Sell
2023
Q3
$4.69M Buy
2023
Q2
$4.34M Buy
2023
Q1
$1.85M Buy