Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$255K Sell
2024
Q4
$4.85M Sell
2024
Q3
$51M Buy
2024
Q2
$49.6M Sell
2024
Q1
$50.1M Buy
2023
Q4
$454K Sell
2023
Q3
$9.01M Buy
2023
Q2
$4.52M Hold
2023
Q1
$3.38M Hold
2022
Q4
$3.38M Hold
2022
Q3
$2.85M Hold
2022
Q2
$3.85M Hold
2022
Q1
$4.19M Hold
2021
Q4
$4.72M Sell
2021
Q3
$4.43M Sell
2021
Q2
$13.1M Buy