Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Sell
2025
Q2
$315K Sell
2025
Q1
$330K Sell
2024
Q4
$390K Sell
2024
Q3
$8.33M Buy
2024
Q2
$7.22M Sell
2024
Q1
$10.3M Buy
2023
Q4
$6.5M Buy
2023
Q3
$4.99M Sell
2023
Q2
$4.73M Sell
2023
Q1
$4.2M Sell
2022
Q4
$3.54M Buy
2022
Q3
$2.37M Sell
2022
Q2
$3.14M Buy