Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.34M Sell
2024
Q4
$8.59M Buy
2024
Q3
$9.69M Buy
2024
Q2
$7.08M Buy
2024
Q1
$6.46M Buy
2023
Q4
$1.89M Buy
2023
Q3
$1.05M Buy
2023
Q2
$780K Buy