Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.72M Sell
2025
Q1
$3.3M Buy
2024
Q4
$2.91M Sell
2024
Q3
$3.69M Sell
2024
Q2
$3.62M Sell
2024
Q1
$3.87M Sell
2023
Q4
$3.53M Sell
2023
Q3
$3.23M Sell
2023
Q2
$3.43M Sell
2023
Q1
$3.07M Hold
2022
Q4
$3.07M Sell
2022
Q3
$2.58M Sell
2022
Q2
$2.79M Sell
2022
Q1
$3.13M Buy
2021
Q4
$3.37M Sell
2021
Q3
$2.89M Buy