Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$668K Sell
2025
Q2
$1M Sell
2025
Q1
$1.02M Buy
2024
Q4
$1.45M Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.73M Sell
2024
Q1
$2.35M Sell
2023
Q4
$14.2M Buy
2023
Q3
$4.04M Sell
2023
Q2
$21.8M Buy
2023
Q1
$830K Sell
2022
Q4
$1.85M Sell
2022
Q3
$2.37M Buy
2021
Q4
Sell
2021
Q3
$67.6M Buy