Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.15M Buy
2024
Q4
$1.28M Sell
2024
Q3
$979K Buy
2024
Q2
$926K Sell
2024
Q1
$916K Sell
2023
Q4
$816K Sell
2023
Q3
$653K Sell
2023
Q2
$893K Buy
2023
Q1
$525K Buy
2022
Q4
$419K Buy