Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.06M Buy
2024
Q3
Sell
2024
Q2
$2.27M Buy
2023
Q3
Sell
2023
Q2
$5.66M Sell
2023
Q1
$5.4M Sell
2022
Q4
$6.01M Buy
2022
Q3
$5.12M Sell
2022
Q2
$5.57M Buy
2021
Q4
$6.71M Buy
2021
Q3
$2.88M Buy
2021
Q2
$1.43M Buy
2021
Q1
$735K Sell
2020
Q4
$1.35M Sell
2020
Q3
$2.76M Buy
2020
Q2
$2.66M Buy