Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.57M Sell
2025
Q2
$7M Sell
2025
Q1
$6.99M Buy
2024
Q4
$4.52M Buy
2024
Q3
$4.65M Buy
2024
Q2
$2.79M Buy
2024
Q1
$2.31M Sell
2023
Q4
$3.32M Buy
2023
Q3
$2.83M Buy
2023
Q2
$1.24M Buy
2023
Q1
$1.01M Buy
2022
Q4
$691K Buy
2022
Q3
$623K Sell
2022
Q2
$663K Sell
2022
Q1
$714K Buy
2021
Q4
$679K Buy