Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
2025
Q1
$1.78M Sell
2024
Q4
$2.1M Sell
2024
Q3
$2.89M Sell
2024
Q2
$2.74M Sell
2024
Q1
$2.83M Sell
2023
Q4
$3.38M Sell
2023
Q3
$3.01M Buy
2023
Q2
$332K Sell
2023
Q1
$1.08M Buy
2022
Q2
Sell
2022
Q1
$216K Buy