Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$560K Sell
2025
Q1
$2.57M Sell
2024
Q4
$5.09M Buy
2024
Q3
$3.21M Buy
2024
Q2
$2.15M Sell
2024
Q1
$7.37M Buy
2023
Q4
$6.19M Buy
2023
Q3
$3.34M Sell
2023
Q2
$4.75M Sell
2023
Q1
$4.53M Buy
2022
Q4
$650K Buy
2013
Q3
Sell
2013
Q2
$1.6M Buy