Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
2025
Q1
$622K Sell
2024
Q4
$12.1M Sell
2024
Q3
$13.3M Sell
2024
Q2
$14.3M Sell
2024
Q1
$21M Buy
2023
Q4
$17.8M Buy
2023
Q3
$8.59M Buy
2023
Q2
$306K Sell
2023
Q1
$298K Sell
2022
Q4
$4.27M Hold
2022
Q3
$4.26M Buy