Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.44M Sell
2025
Q2
$6.98M Sell
2025
Q1
$7.65M Sell
2024
Q4
$8.55M Sell
2024
Q3
$10.1M Buy
2024
Q2
$726K Buy
2024
Q1
$852K Sell
2023
Q4
$724K Buy
2023
Q3
$574K Buy
2023
Q2
$589K Buy
2023
Q1
$510K Buy
2022
Q4
$451K Buy
2022
Q3
$357K Buy
2022
Q2
$327K Hold
2022
Q1
$330K Buy
2021
Q4
$450K Hold
2021
Q3
$356K Buy
2021
Q2
$362K Buy