Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3M Hold
2025
Q1
$2.37M Hold
2024
Q4
$3.13M Sell
2024
Q3
$3.17M Sell
2024
Q2
$2.85M Hold
2024
Q1
$2.9M Sell
2023
Q4
$2.23M Sell
2023
Q3
$1.7M Hold
2023
Q2
$2.28M Buy
2023
Q1
$2.54M Sell
2022
Q4
$2.28M Buy