Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.6M Sell
2025
Q2
$14.1M Sell
2025
Q1
$16.8M Buy
2024
Q4
$6.07M Sell
2024
Q3
$10.8M Buy
2024
Q2
$8.41M Buy
2024
Q1
$9.22M Buy
2023
Q4
$141K Buy
2023
Q3
$137K Sell
2023
Q2
$147K Buy
2023
Q1
$130K Sell
2022
Q4
$134K Sell
2022
Q3
$299K Sell
2022
Q2
$4M Sell
2022
Q1
$4.83M Sell
2021
Q4
$12.6M Buy
2021
Q3
$240K Buy
2021
Q2
$348K Hold
2021
Q1
$289K Hold
2020
Q4
$304K Buy