Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$553K Sell
2025
Q2
$531K Buy
2025
Q1
Sell
2024
Q4
$647K Sell
2024
Q3
$682K Buy
2024
Q1
Sell
2023
Q4
$3.77M Sell
2023
Q3
$6.16M Buy
2023
Q2
$4.9M Sell
2023
Q1
$24.5M Buy
2022
Q4
$16.5M Buy
2022
Q3
$14.2M Buy
2022
Q2
$6.39M Buy
2022
Q1
$1.52M Buy
2021
Q4
$265K Buy
2021
Q3
Sell
2021
Q2
$930K Buy