Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
2025
Q1
$1.06M Buy
2024
Q4
$1M Buy
2024
Q3
$950K Buy
2024
Q2
$893K Buy
2024
Q1
$634K Buy
2023
Q4
$217K Sell
2023
Q3
$461K Buy
2023
Q2
$397K Buy
2023
Q1
$200K Buy