Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Sell
2025
Q2
$960K Sell
2025
Q1
$1.13M Sell
2024
Q4
$7.62M Sell
2024
Q3
$8.86M Sell
2024
Q2
$7.1M Sell
2024
Q1
$8.8M Sell
2023
Q4
$9.12M Sell
2023
Q3
$8.98M Buy