Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Sell
2025
Q2
$16.3M Sell
2025
Q1
$12.6M Buy
2024
Q4
$707K Buy
2024
Q3
$538K Buy
2024
Q2
$412K Sell
2024
Q1
$2.2M Buy
2023
Q4
$637K Buy
2023
Q3
$407K Buy
2023
Q2
$501K Sell
2023
Q1
$578K Buy
2022
Q4
$285K Sell
2022
Q3
$452K Sell
2022
Q2
$22.9M Buy
2022
Q1
$5.66M Buy
2021
Q4
$97K Buy