Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.38M Sell
2024
Q3
$4.12M Hold
2024
Q2
$3.5M Sell
2024
Q1
$4.01M Sell
2023
Q4
$4.52M Buy
2023
Q3
$3.34M Buy
2023
Q2
$3.16M Buy
2023
Q1
$3.37M Sell
2022
Q4
$3.23M Sell
2022
Q3
$5.12M Sell
2022
Q2
$8.53M Buy
2022
Q1
$3.89M Buy