Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.14M Buy
2025
Q1
$2.7M Buy
2024
Q4
$2.73M Sell
2024
Q3
$3.22M Sell
2024
Q2
$3.01M Buy
2024
Q1
$3.22M Buy
2023
Q4
$2.59M Sell
2023
Q3
$2.13M Buy
2023
Q2
$1.78M Buy
2023
Q1
$1.26M Buy
2022
Q4
$677K Sell
2022
Q3
$790K Buy
2022
Q2
$341K Sell
2022
Q1
$553K Sell
2021
Q4
$706K Buy
2021
Q3
$422K Sell
2021
Q2
$600K Buy
2021
Q1
$432K Buy
2020
Q4
$318K Buy
2020
Q3
$207K Buy