Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
2025
Q1
$7.15M Sell
2024
Q4
$31.2M Buy
2024
Q3
$6.26M Buy
2024
Q2
$5.67M Buy
2024
Q1
$4.53M Sell
2023
Q4
$4.07M Buy
2023
Q3
$3.6M Sell
2023
Q2
$3.78M Sell
2023
Q1
$4.23M Buy
2022
Q4
$2.39M Sell
2022
Q3
$3.32M Buy
2022
Q2
$246K Buy
2022
Q1
$266K Sell
2021
Q4
$367K Sell
2021
Q3
$577K Buy