Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.78M Sell
2025
Q2
$5.5M Buy
2025
Q1
$4.47M Buy
2024
Q4
$1.63M Buy
2024
Q3
$1.27M Buy
2024
Q2
$1.05M Sell
2024
Q1
$4.54M Buy
2023
Q4
$4.33M Buy
2023
Q3
$3.37M Buy
2023
Q2
$4.05M Buy
2023
Q1
$7.21M Buy
2022
Q4
$391K Buy
2022
Q3
$297K Buy
2022
Q2
$207K Buy
2022
Q1
Sell
2021
Q4
$575K Buy
2021
Q3
$511K Buy
2021
Q2
$488K Buy
2021
Q1
$306K Buy