Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.42M Sell
2024
Q4
$3.1M Sell
2024
Q3
$4.71M Sell
2024
Q2
$5.73M Sell
2024
Q1
$6.02M Sell
2023
Q4
$8.56M Sell
2023
Q3
$6.12M Hold
2023
Q2
$5.08M Hold
2023
Q1
$7.18M Hold
2022
Q4
$4.28M Buy
2022
Q3
$774K Buy