Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.61M Sell
2025
Q2
$4.69M Sell
2025
Q1
$4.23M Sell
2024
Q4
$4.18M Sell
2024
Q3
$3.78M Buy
2024
Q2
$3.28M Buy
2024
Q1
$3.44M Buy
2023
Q4
$3.45M Buy
2023
Q3
$3.51M Buy
2023
Q1
$3.64M Sell
2022
Q4
$3.37M Sell
2022
Q3
$2.99M Sell
2022
Q2
$3.23M Sell
2022
Q1
$4.4M Buy