Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
2025
Q1
$574K Sell
2024
Q4
$540K Sell
2024
Q3
$1.51M Sell
2024
Q2
$2.11M Sell
2024
Q1
$3.08M Sell
2023
Q4
$3.56M Sell
2023
Q3
$2.68M Buy
2023
Q2
$2.41M Sell
2023
Q1
$2.51M Sell
2022
Q4
$4.1M Sell
2022
Q3
$4.26M Buy