Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$499K Sell
2025
Q2
$1.69M Sell
2025
Q1
$1.78M Sell
2024
Q4
$1.58M Sell
2024
Q3
$10.2M Sell
2024
Q2
$11.3M Buy
2024
Q1
$10.2M Buy
2023
Q4
$447K Sell
2023
Q3
$438K Sell
2023
Q2
$411K Sell
2023
Q1
$398K Sell
2022
Q4
$439K Sell
2022
Q3
$570K Sell
2022
Q2
$838K Sell
2022
Q1
$890K Buy