Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.6M Buy
2025
Q2
$214K Sell
2025
Q1
$179K Buy
2024
Q4
$48K Sell
2024
Q3
$56K Buy
2024
Q2
$5K Sell
2024
Q1
$565K Buy
2023
Q4
Sell
2023
Q3
$51K Sell
2023
Q2
$1.7M Buy
2022
Q4
Sell
2022
Q3
$354K Buy
2021
Q2
Sell
2021
Q1
$2.14M Buy
2020
Q4
$1.69M Buy
2020
Q3
Sell
2020
Q2
$648K Buy