Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.5M Sell
2025
Q1
$4.08M Sell
2024
Q4
$5.89M Sell
2024
Q3
$5.91M Buy
2024
Q2
$4.58M Buy
2024
Q1
$3.87M Sell
2023
Q4
$3.76M Sell
2023
Q3
$3.25M Buy
2023
Q2
$2.46M Sell
2023
Q1
$4.79M Buy
2022
Q3
Sell
2022
Q2
$1.23M Buy
2022
Q1
$172K Buy
2021
Q4
$125K Buy