Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.6M Sell
2025
Q1
$3.32M Buy
2024
Q4
$270K Sell
2024
Q3
$2.2M Buy
2024
Q2
$597K Sell
2024
Q1
$2.12M Buy
2023
Q4
$417K Buy
2023
Q2
Sell
2023
Q1
$504K Buy
2022
Q4
$274K Buy
2022
Q3
$201K Sell
2022
Q2
$417K Buy
2022
Q1
$441K Buy
2021
Q2
Sell
2021
Q1
$273K Buy