Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$923K Sell
2025
Q2
$749K Sell
2025
Q1
$549K Buy
2024
Q4
$636K Sell
2024
Q3
$562K Sell
2024
Q2
$563K Sell
2024
Q1
$441K Sell
2023
Q4
$342K Sell
2023
Q3
$327K Sell
2023
Q2
$444K Sell
2023
Q1
$427K Sell
2022
Q4
$4.58M Sell
2022
Q3
$4.49M Buy
2022
Q2
$4.51M Sell
2022
Q1
$5.77M Buy