Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.8M Hold
2025
Q1
$1.75M Sell
2024
Q4
$1.5M Sell
2024
Q3
$1.53M Sell
2024
Q2
$1.42M Sell
2024
Q1
$1.58M Sell
2023
Q4
$1.56M Sell
2023
Q3
$1.65M Buy
2023
Q2
$1.78M Sell
2023
Q1
$1.71M Sell
2022
Q4
$2.06M Buy
2022
Q3
$1.67M Buy
2022
Q2
$1.87M Buy