Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$856K Sell
2025
Q1
$1.49M Buy
2024
Q4
$634K Buy
2024
Q3
$607K Sell
2024
Q2
$405K Buy
2024
Q1
$405K Buy
2023
Q4
$372K Buy
2023
Q3
$397K Buy