Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
2025
Q1
$549K Sell
2024
Q4
$1.12M Buy
2024
Q2
Sell
2024
Q1
$2.34M Buy
2023
Q4
$2.02M Buy
2023
Q3
$541K Buy
2023
Q2
$302K Buy
2023
Q1
$130K Hold
2022
Q4
$127K Hold
2022
Q3
$125K Hold
2022
Q2
$124K Hold
2022
Q1
$125K Hold
2021
Q4
$126K Hold
2021
Q3
$126 Buy