Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$228K Sell
2024
Q3
$473K Sell
2024
Q2
$537K Sell
2024
Q1
$589K Sell
2023
Q4
$13.7M Sell
2023
Q3
$13.7M Buy
2023
Q2
$12.5M Sell
2023
Q1
$15.8M Buy
2022
Q4
$15.3M Buy
2022
Q3
$13.1M Buy
2022
Q2
$13.4M Sell
2022
Q1
$14.3M Buy