Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.31M Buy
2025
Q2
$2.96M Sell
2025
Q1
$2.74M Buy
2024
Q4
$2.48M Sell
2024
Q3
$2.59M Buy
2024
Q2
$455K Buy
2024
Q1
$307K Sell
2023
Q4
$532K Buy
2023
Q3
$355K Buy
2023
Q2
Sell
2023
Q1
$326K Buy
2022
Q2
Sell
2022
Q1
$1.01M Buy
2021
Q4
$1.01M Buy
2020
Q4
Sell
2020
Q3
$1.72M Buy