Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.16M Buy
2025
Q2
$3.68M Sell
2025
Q1
$4.39M Sell
2024
Q4
$4.58M Sell
2024
Q3
$6.54M Sell
2024
Q2
$5.39M Buy
2024
Q1
$5.37M Sell
2023
Q4
$4.76M Buy
2023
Q3
$1.15M Buy
2023
Q2
$634K Buy
2023
Q1
$250K Buy
2022
Q3
Sell
2022
Q2
$668K Sell
2022
Q1
$691K Buy
2021
Q4
$647K Sell
2021
Q3
$652K Buy
2021
Q2
$416K Buy
2021
Q1
Sell
2020
Q4
$253K Hold
2020
Q3
$254K Buy