Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.31M Sell
2024
Q2
$1.28M Buy
2024
Q1
$1.01M Buy
2023
Q4
$669K Buy
2023
Q3
Sell
2023
Q2
$674K Buy
2023
Q1
$343K Buy
2022
Q4
$368K Buy