Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.15M Sell
2024
Q4
$3.54M Sell
2024
Q3
$3.51M Sell
2024
Q2
$4.22M Sell
2024
Q1
$4.59M Sell
2023
Q4
$3.93M Buy
2023
Q3
$3.96M Buy
2023
Q2
$3.69M Buy
2023
Q1
$3.58M Hold
2022
Q4
$2.46M Hold
2022
Q3
$3.35M Buy
2022
Q2
$932K Buy
2022
Q1
$909K Sell
2021
Q4
$1.47M Buy