Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.37M Sell
2025
Q1
$1.73M Buy
2024
Q4
$2.12M Buy
2024
Q3
$1.58M Sell
2024
Q2
$1.51M Sell
2024
Q1
$2.6M Sell
2023
Q4
$2.16M Buy
2023
Q3
$2.07M Buy
2023
Q2
$1.2M Hold
2023
Q1
$1.05M Buy
2022
Q4
$826K Hold
2022
Q3
$644K Buy
2022
Q2
Sell
2022
Q1
$301K Buy