Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
2025
Q1
$1.13M Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.19M Sell
2024
Q2
$1.22M Buy
2023
Q4
Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.24M Hold
2023
Q1
$1.25M Sell
2022
Q4
$959K Buy