Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.16M Sell
2025
Q2
$8.29M Buy
2025
Q1
$7.2M Sell
2024
Q4
$7.15M Buy
2024
Q3
$7.22M Buy
2024
Q2
$5.08M Sell
2024
Q1
$11.2M Buy
2023
Q4
$975K Buy
2023
Q3
$716K Buy
2023
Q2
$628K Buy
2023
Q1
$541K Buy
2022
Q4
Hold
2022
Q1
Sell
2021
Q4
$604K Buy
2021
Q3
$501K Buy
2021
Q2
$320K Buy