Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6.02M Sell
2025
Q1
$9.53M Buy
2024
Q4
$7.43M Sell
2024
Q3
$5.73M Sell
2024
Q2
$6M Sell
2024
Q1
$6.68M Buy
2023
Q4
$6.67M Sell
2023
Q3
$5.76M Buy
2023
Q2
$4.94M Buy
2023
Q1
$5.2M Buy
2022
Q1
Sell
2021
Q4
$379K Sell
2021
Q3
$1.88M Sell
2021
Q2
$2.24M Sell
2021
Q1
$2.29M Buy
2020
Q4
$1.07M Buy
2020
Q3
$941K Sell
2020
Q2
$1.2M Buy
2020
Q1
$517K Buy