Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$429K Sell
2025
Q1
$2.85M Sell
2024
Q4
$7M Buy
2024
Q3
$5.73M Sell
2024
Q2
$8.39M Buy
2024
Q1
$9.78M Buy
2023
Q4
$5.37M Buy
2023
Q3
$2.17M Sell
2023
Q2
$5.27M Buy
2023
Q1
$3.06M Sell
2022
Q4
$3.23M Buy
2022
Q3
$1.91M Buy
2022
Q2
$1.15M Buy
2021
Q4
$11M Sell
2021
Q3
$12.1M Sell
2021
Q2
$12.2M Buy
2021
Q1
$6.87M Sell
2020
Q4
$7.17M Buy
2020
Q3
$2.81M Buy
2020
Q2
$1.42M Buy