Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4M Sell
2025
Q2
$3.38M Sell
2025
Q1
$2.58M Sell
2024
Q4
$2.46M Sell
2024
Q3
$3.61M Buy
2024
Q2
$3.69M Sell
2024
Q1
$3.19M Sell
2023
Q4
$2.74M Sell
2023
Q3
$2.58M Buy
2023
Q2
$2.72M Sell
2023
Q1
$2.28M Buy
2022
Q4
$2.08M Buy
2022
Q3
$1.03M Buy
2022
Q2
$849K Buy
2022
Q1
$843K Buy
2021
Q4
$863K Sell
2021
Q3
$680K Buy
2021
Q2
$535K Buy
2021
Q1
$530K Sell
2020
Q4
$483K Buy