Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.3M Sell
2025
Q1
$2.25M Sell
2024
Q4
$4M Hold
2024
Q3
$4.63M Hold
2024
Q2
$4.37M Sell
2024
Q1
$5.86M Sell
2023
Q4
$7.94M Sell
2023
Q3
$8.02M Hold
2023
Q2
$8.2M Sell
2023
Q1
$8.21M Buy
2022
Q4
$8.18M Sell
2022
Q3
$6.45M Buy
2022
Q2
$5.84M Buy