Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.72M Sell
2024
Q4
$1.81M Buy
2024
Q3
$1.76M Sell
2024
Q2
$1.62M Hold
2024
Q1
$1.81M Hold
2023
Q4
$1.55M Hold
2023
Q3
$1.25M Hold
2023
Q2
$1.17M Hold
2023
Q1
$1.15M Buy