Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.42M Sell
2025
Q2
$3.75M Buy
2025
Q1
$2.29M Buy
2024
Q4
$2.57M Buy
2024
Q3
$2.26M Buy
2024
Q2
$2.2M Buy
2024
Q1
$1.55M Buy
2023
Q4
$801K Sell
2023
Q3
$724K Buy
2023
Q2
$690K Sell
2023
Q1
$460K Buy
2022
Q4
$221K Buy
2022
Q2
Sell
2022
Q1
$271K Buy
2021
Q1
Sell
2020
Q4
$67K Buy