Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.13M Sell
2025
Q1
$3.01M Sell
2024
Q4
$3.18M Sell
2024
Q3
$3.13M Sell
2024
Q2
$2.9M Sell
2024
Q1
$3.12M Sell
2023
Q4
$3.29M Buy
2023
Q3
$3.47M Buy
2023
Q2
$3.27M Sell
2023
Q1
$3.02M Hold
2022
Q4
$3.02M Buy
2022
Q3
$2.45M Buy
2022
Q2
$2.54M Buy
2022
Q1
$3.32M Buy
2021
Q4
$3.71M Sell
2021
Q3
$3.19M Buy