Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.66M Sell
2024
Q4
$2.1M Buy
2024
Q3
Sell
2024
Q2
$1.61M Buy
2024
Q1
$653K Buy
2023
Q3
Sell
2023
Q2
$254K Buy
2022
Q4
Sell
2022
Q3
$637K Buy
2021
Q3
Sell
2021
Q2
$250K Buy