Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.27M Sell
2025
Q1
$4.13M Sell
2024
Q4
$5.57M Sell
2024
Q3
$5.48M Buy
2024
Q2
$4.62M Sell
2024
Q1
$4.61M Sell
2023
Q4
$4.2M Sell
2023
Q3
$3.21M Sell
2023
Q2
$4.15M Sell
2023
Q1
$3.33M Sell
2022
Q4
$2.92M Buy
2014
Q3
Sell
2014
Q2
$182K Buy