Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Hold
2025
Q1
$1.54M Hold
2024
Q4
$2.01M Hold
2024
Q3
$1.93M Hold
2024
Q2
$2.09M Sell
2024
Q1
$2.66M Buy
2023
Q4
$633K Hold
2023
Q3
$576K Buy
2023
Q2
$479K Buy