Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.3M Buy
2025
Q1
$559K Buy
2024
Q4
Sell
2024
Q3
$921K Sell
2024
Q2
$1.19M Buy
2024
Q1
$965K Buy
2023
Q4
Sell
2023
Q3
$2.68M Sell
2023
Q2
$2.33M Buy
2023
Q1
$1.22M Buy
2022
Q4
Sell
2022
Q3
$345K Sell
2022
Q2
$334K Buy