Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.79M Hold
2025
Q1
$3.92M Sell
2024
Q4
$3.74M Sell
2024
Q3
$4.53M Sell
2024
Q2
$3.72M Sell
2024
Q1
$3.65M Sell
2023
Q4
$3.77M Hold
2023
Q3
$3.56M Sell
2023
Q2
$5.21M Hold
2023
Q1
$4.52M Sell
2022
Q4
$3.73M Hold
2022
Q3
$2.82M Buy